Senior Vice President–Wealth Management
Financial Advisor
Brandi is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, a certification through the Certified Financial Planner Board of Standards Inc. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. Brandi began working in the financial services industry in 2002. She is a graduate of Iowa State University with a B.S. in Finance and a B.S. in Marketing and earned her M.B.A. in Financial Planning from California Lutheran University. She also holds the California Life, Accident and Health Insurance license.
Brandi currently serves on the California Lutheran University Alumni Board of Directors and has served as a Board Member for the Center4SpecialNeeds. She is also personally involved in Women United with United Way of Ventura County, is a member of the Conejo Valley Estate Planning Council and The Divorce Transition Professionals (DTP)™.
CA Insurance Lincense # 0E20200
Recognized as an industry leader:
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Brandi is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, a certification through the Certified Financial Planner Board of Standards Inc. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. Brandi began working in the financial services industry in 2002. She is a graduate of Iowa State University with a B.S. in Finance and a B.S. in Marketing and earned her M.B.A. in Financial Planning from California Lutheran University. She also holds the California Life, Accident and Health Insurance license.
Brandi currently serves on the California Lutheran University Alumni Board of Directors and has served as a Board Member for the Center4SpecialNeeds. She is also personally involved in Women United with United Way of Ventura County, is a member of the Conejo Valley Estate Planning Council and The Divorce Transition Professionals (DTP)™.
CA Insurance Lincense # 0E20200
Recognized as an industry leader:
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.
Let's connect
Team Administrator
Courtney joined UBS in 2019 as a Senior Wealth Strategist. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney. She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service. She has a passion for health and fitness, live music and travel.
California Insurance License #0I49906
Team Administrator
Courtney joined UBS in 2019 as a Senior Wealth Strategist. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney. She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service. She has a passion for health and fitness, live music and travel.
California Insurance License #0I49906
Client Associate
Dylan Watkins joined UBS in 2024 as a Client Associate. He graduated from Marymount University with honors and earned a Bachelor Degree with specialties in Finance and Accounting. He holds the Series 7 and Series 66 licenses.
Before transitioning to finance, Dylan gained valuable experience as a Partnership Manager in the esports industry. Outside of work, Dylan is passionate about maintaining a healthy lifestyle and enjoys spending his free time camping and listening to music.
Client Associate
Dylan Watkins joined UBS in 2024 as a Client Associate. He graduated from Marymount University with honors and earned a Bachelor Degree with specialties in Finance and Accounting. He holds the Series 7 and Series 66 licenses.
Before transitioning to finance, Dylan gained valuable experience as a Partnership Manager in the esports industry. Outside of work, Dylan is passionate about maintaining a healthy lifestyle and enjoys spending his free time camping and listening to music.
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.
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.
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