Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Brandon Richard Wilk

Vice President–Wealth Management

Financial Advisor

Here at UBS, Brandon has based his practice off exploring every avenue to uncover and solve problems, and to identify the goals of his clients. He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients.  Brandon began his career working at boutique Investment companies in New York City where he transitioned to MetLife as a Financial Advisor.

Brandon has over 3 years of experience and holds a Series 7, 63, 66 and Life Accident and Health Insurance license. He graduated from Hartwick College in 2010 with a Bachelor in Economics. On his free time, Brandon enjoys golf, being active and volunteering with local youth lacrosse programs.

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX


  • Bachelor in Economics, Hartwick College
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0618

Email Me

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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