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Brenner Wealth Management Group

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.

Three generations on beach

Your primary source for financial advice

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

  • Mark Brenner

    Mark Brenner, CIMC

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • MA
    • MN
    • NC
    • NJ
    • NY
    • OR
    • SC
    • SD
    • TX
    • UT
    • WA

    Mark is Senior Vice President - Wealth Management and (Portfolio Manager) at UBS. With over 30 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to wealth management. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a personal role in following through for clients to help make sure their needs are always handled with the highest degree of professional attention, and that strategies are accurately implemented.

    CA Insurance License #: 0A22698

    Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management ConsultantSM, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and hiking. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.

    • 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.

    • Westminster College, Bachelor's degree in Aerospace Aviation
    • Certified Investment Management Consultant
    222 East Carrillo Street
    Suite 106
    Santa Barbara, CA 93101
    mark.brenner@ubs.com
    Mark Brenner, CIMC
    222 East Carrillo Street,Santa Barbara,CA,93101
  • Shawn Hill

    Shawn Hill, CFP

    Senior Wealth Strategy Associate

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VT
    • WA
    • WI

    Shawn is a Senior Wealth Strategist with the Brenner Wealth Management Group at UBS. He’s been on the Brenner team for over 14 years, most recently as a Registered Senior Wealth Management Client Associate at Merrill Lynch. He holds the Certified Financial Planner® designation, as well as Series 7 and 66 FINRA registrations. Shawn is primarily focused on developing and delivering tailored financial plans to clients. This allows him to help coordinate and simplify clients income sources and expense needs to help meet their lifestyle goals. He is also involved in portfolio management and construction of client portfolios. He graduated from San Diego State University in 2006 with a B.S. in Financial Services and a minor in Economics. Shawn played competitive golf while attending San Marcos High School.

      • San Diego State University, B.S. in Financial Services and a minor in Economics
      • CERTIFIED FINANCIAL PLANNER™
      222 East Carrillo Street
      Suite 106
      Santa Barbara, CA 93101
      shawn.hill@ubs.com
      Shawn Hill, CFP
      222 East Carrillo Street,Santa Barbara,CA,93101

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    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

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    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

    51 countries

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    UBS is a leading and truly global wealth manager

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