A plan for today, tomorrow and generations to come

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.

Four people meeting in glass office

Brian Liden

Director

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.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • Masters in Business Administration, Embry-Riddle University
  • Bachelor of Science, Auburn University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
201 North New York Ave
Winter Park, FL 32789
  • (407) 872-6336

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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