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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Brian, First 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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brian, First 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.
Education
Credentials
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
