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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First Vice President–Wealth Management
Financial Advisor
Brannon Ozark brings more than 15 years of financial services experience to his work with individuals and families. He provides comprehensive wealth management guidance, with a focus on retirement planning and investment strategies designed around each client’s needs and long-term goals.
Prior to joining UBS, Brannon served as a Vice President, Financial Consultant at Fidelity Investments, where he built his practice by developing trusted relationships and providing personalized financial guidance.
As a CERTIFIED FINANCIAL PLANNER® professional with an MBA, Brannon takes a thoughtful, disciplined approach to helping clients navigate complex financial decisions and preserve and manage their wealth over time.
Before entering the financial services industry, Brannon served in the United States Army. His military experience helped shape the discipline, integrity and commitment he brings to his client relationships today.
Outside of work, Brannon enjoys spending time with his wife, Kim, and their daughter, Kensington.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Brannon Ozark brings more than 15 years of financial services experience to his work with individuals and families. He provides comprehensive wealth management guidance, with a focus on retirement planning and investment strategies designed around each client’s needs and long-term goals.
Prior to joining UBS, Brannon served as a Vice President, Financial Consultant at Fidelity Investments, where he built his practice by developing trusted relationships and providing personalized financial guidance.
As a CERTIFIED FINANCIAL PLANNER® professional with an MBA, Brannon takes a thoughtful, disciplined approach to helping clients navigate complex financial decisions and preserve and manage their wealth over time.
Before entering the financial services industry, Brannon served in the United States Army. His military experience helped shape the discipline, integrity and commitment he brings to his client relationships today.
Outside of work, Brannon enjoys spending time with his wife, Kim, and their daughter, Kensington.
Education
Credentials
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.
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
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
