Let's move forward. Together.

Brian Chappell, CRPS

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.

Registered States:
  • AZ
  • FL
  • GA
  • MA
  • MD
  • NC
  • NV
  • OK
  • OR
  • PA
  • TN
  • TX
  • VA

Education

  • Bachelor of Science, Troy University

Credentials

  • Chartered Retirement Plans Specialist
  • Wealth Advisor
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Philanthropy
Custom portfolios
Retirement Plan consulting
Cash management
Women investors
Professionals
Business Owners
One Independent Drive
Independent Square
Suite 1700
Jacksonville, FL 32202
  • (904) 358-4105

Email Me

Insights

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.

Family photos
Retirement planning

Retirement planning

compass

A way forward

Retirement plan sponsors

Retirement plan sponsors

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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