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$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Bradley has been in the financial services industry for over 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals. In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Bradley has been in the financial services industry for over 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals. In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
