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$2.8 trillion
In invested assets globally
As of 06/30/2022
Vice President–Wealth Management
Brian joined UBS in 2002. His focus on financial planning, portfolio management and corporate retirement plans supports his desire to build deep relationships with his clients and provide insightful solutions for their financial needs. Brian holds designations as an Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, Wealth Advisor and Portfolio Manager.
A graduate of Troy University and Florida native, Brian and his wife Barbara have lived in Jacksonville since 1998 with their two children Carter and Lindsey. He is a founding member of the North Florida Council of the ALS Association. Brian enjoys coaching and competing in track and field, golf, and other outdoor activities.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Vice President–Wealth Management
Brian joined UBS in 2002. His focus on financial planning, portfolio management and corporate retirement plans supports his desire to build deep relationships with his clients and provide insightful solutions for their financial needs. Brian holds designations as an Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, Wealth Advisor and Portfolio Manager.
A graduate of Troy University and Florida native, Brian and his wife Barbara have lived in Jacksonville since 1998 with their two children Carter and Lindsey. He is a founding member of the North Florida Council of the ALS Association. Brian enjoys coaching and competing in track and field, golf, and other outdoor activities.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
