Brian K. Blake
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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.

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Brian K. Blake

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.

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

Brian K. Blake

Education

  • M.B.A., Southern Methodist University, 1997 - 1999
  • B.B.A., Stephen F. Austin State University, 1988 - 1992

Credentials

  • Wealth Advisor

Brian K. Blake

Cash management
Securities-backed lending
Your goals are the starting point
Retirement planning
Investing
Custom portfolios
Asset allocation
Banking

Brian K. Blake

100 Crescent Court
Dallas, TX 75201

Email Me

brian.blake@ubs.com
Brian K. Blake
100 Crescent Court,Dallas,TX,75201

Brian K. Blake

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.

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, 1997 - 1999
  • B.B.A., Stephen F. Austin State University, 1988 - 1992

Credentials

  • Wealth Advisor

Cash management
Securities-backed lending
Your goals are the starting point
Retirement planning
Investing
Custom portfolios
Asset allocation
Banking
100 Crescent Court
Dallas, TX 75201

Email Me

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A leading global wealth manager

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Top 10 tax tips

Tax-smart plans for 2025

Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

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Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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