Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Brandon G Pearson, CFP®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

Instilling financial confidence
Brandon brings more than 16 years of experience working closely with clients to address their financial and retirement planning needs. With a desire to help clients gain financial confidence, he is adept at creating an environment where they feel comfortable asking questions and where they can feel they have been heard. His integrity and transparency help him create relationships based on trust and open communication. With this foundation, he helps clients develop and implement comprehensive financial plans to guide their decisions as they move toward their goals.

With a background in finance and management, it was important to Brandon to find a career that allowed him to help people solve challenges and improve their financial lives. He takes the time needed to listen to clients and what they want to accomplish. The tailored strategies and plans he develops are flexible, and he helps ensure that they stay aligned as each client’s life
circumstances and goals change over time.

Past Experience
– Financial Advisor, Smith Barney
– Strategic partner, Sage Partners, UBS Financial Services Inc., 2012 to present

Life
– Brandon is active in his community and served as a board trustee of Salt Lake’s Legal Aid Society from 2013 to 2016.
– An avid golfer- he is the Woods Cross High School Girls Golf Coach.
– He enjoys time with his wife Christie and their six children, watching them play sports and other extra-curricular activities.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • Bachelor of Science, Finance, University of Utah
  • Bachelor of Science, Management, University of Utah

Credentials

  • CERTIFIED FINANCIAL PLANNER®
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 524-1829

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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