Brenda A. Bennett, CFP, CEPA, CRPS
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Your goals. Our comprehensive plan.

Mountain climber

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, I aim to provide targeted advice and insights. UBS has access to global resources and can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that my knowledge and perspective will provide you with the financial stewardship you deserve.

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Your primary source for financial advice

I'm here to provide quality strategies customized to your needs. I concentrate on developing long-term relationships through a commitment to quality client service. You can rely on my personalized advice, first-class solutions, and extensive wealth management experience.

  • BrendaBennett

    Brenda A. Bennett, CFP®, CEPA®, CRPS

    Financial Advisor

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    View bio
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    As a Financial Advisor, my most important role is to empower my clients to leave a lasting legacy. Whether guiding business owners through the transition to employee ownership or helping them craft strategic plans for retirement and wealth transfer, I am dedicated to ensuring that their financial goals align with their personal values and aspirations. Every day, I am motivated by the opportunity to make a tangible difference in my clients' lives, helping them navigate their financial journeys with confidence and clarity. My goal is to create holistic strategies that not only preserve and grow their wealth, but also support their broader life ambitions, including family, health and charitable causes. Through this approach, I strive to build lasting relationships and contribute meaningfully to the success and well-being of those who entrust me to serve their financial needs.

     

    With over 24 years of financial industry expertise and leadership, I specialize in advising business owners and their companies, leveraging my institutional and personal financial planning experience to guide clients towards their financial goals. Inspired by my father, a successful business owner, I developed a passion for helping business owners early on in my career and committed myself to excellence in the industry by earning the CERTIFIED FINANCIAL PLANNER certification, the Certified Exit Planning Advisor (CEPA®) credential and the Chartered Retirement Plans Specialist designation. My holistic approach helps business owners to transition to employee ownership and craft strategies for retirement and wealth transfer.

      • Duquesne University, B.S. Business Administration (focus in Investment Management): 1997 - 2001
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER®
      • Chartered Retirement Plans Specialist℠
      Financial planning
      Exit planning
      Business succession
      Investing
      Business owners
      Entrepreneurs
      Professionals
      180 Market Street
      Suite 200
      New Albany, OH 43054
      brenda.bennett@ubs.com
      Brenda A. Bennett, CFP®, CEPA®, CRPS
      180 Market Street,New Albany,OH,43054
    • BrendaBennett

      Brenda A. Bennett, CFP®, CEPA®, CRPS

      Financial Advisor

      • image
      • image
      • image
      • image
      View bio
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MO
      • MS
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV

      As a Financial Advisor, my most important role is to empower my clients to leave a lasting legacy. Whether guiding business owners through the transition to employee ownership or helping them craft strategic plans for retirement and wealth transfer, I am dedicated to ensuring that their financial goals align with their personal values and aspirations. Every day, I am motivated by the opportunity to make a tangible difference in my clients' lives, helping them navigate their financial journeys with confidence and clarity. My goal is to create holistic strategies that not only preserve and grow their wealth, but also support their broader life ambitions, including family, health and charitable causes. Through this approach, I strive to build lasting relationships and contribute meaningfully to the success and well-being of those who entrust me to serve their financial needs.

       

      With over 24 years of financial industry expertise and leadership, I specialize in advising business owners and their companies, leveraging my institutional and personal financial planning experience to guide clients towards their financial goals. Inspired by my father, a successful business owner, I developed a passion for helping business owners early on in my career and committed myself to excellence in the industry by earning the CERTIFIED FINANCIAL PLANNER certification, the Certified Exit Planning Advisor (CEPA®) credential and the Chartered Retirement Plans Specialist designation. My holistic approach helps business owners to transition to employee ownership and craft strategies for retirement and wealth transfer.

        • Duquesne University, B.S. Business Administration (focus in Investment Management): 1997 - 2001
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER®
        • Chartered Retirement Plans Specialist℠
        Financial planning
        Exit planning
        Business succession
        Investing
        Business owners
        Entrepreneurs
        Professionals
        180 Market Street
        Suite 200
        New Albany, OH 43054
        brenda.bennett@ubs.com
        Brenda A. Bennett, CFP®, CEPA®, CRPS
        180 Market Street,New Albany,OH,43054

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