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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Brian began his career in the financial services industry in 1999. He joined UBS in 2012, and had more than 18 years of experience navigating financial markets, including two bear markets. He was raised in Orlando and received his undergraduate degree from Auburn University's College of Engineering. While serving as an Army Officer Brian completed his MBA at Embry Riddle.
As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.
Brian is actively involved in the community and served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Brian began his career in the financial services industry in 1999. He joined UBS in 2012, and had more than 18 years of experience navigating financial markets, including two bear markets. He was raised in Orlando and received his undergraduate degree from Auburn University's College of Engineering. While serving as an Army Officer Brian completed his MBA at Embry Riddle.
As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.
Brian is actively involved in the community and served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
