Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Family photos

Brian Blake

Senior Vice President–Wealth Management

Financial Advisor

Brian, Vice President-Investments with UBS Financial Services Inc., uses a consultative approach to working with clients using in-depth investment and retirement planning services. Prior to joining our firm, he focused on wealth management services for affluent families through his work with Fidelity Private Access. Brian lives with his wife, Marny, and three children in the Dallas Park Cities area. Brian enjoys hunting, golf and spending quality time with his family. He also enjoys donating time to a variety of charitable causes.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IL
  • LA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • WA

Education

  • M.B.A., Southern Methodist University
  • B.B.A., Southern Methodist University

Credentials

  • Wealth Advisor
100 Crescent Court
Dallas, TX 75201
  • (214) 932-8939

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

Insights