Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

binoculars

Brian G. Lockier

First Vice President–Wealth Management

Financial Advisor

I began my career in 1981 working as a financial advisor and over the last 30 years I have been helping clients manage their wealth and plan for retirement. I joined UBS in 1993 after 7 years at Shearson Lehman Brothers and prior tenures at Jennison Associates and Atalanta Sosnoff.  I focus my business around providing the best client experience possible.  I take the time to get to know each client and their family so that together we are able to form a plan that fits their individual needs and goals.

With my clients, I emphasize a total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold series 7 and 63 securities licenses as well as licenses for life, accident and health insurance, and annuities.

My bachelor's degree in Business Management with a minor in Economics and Finance is from the University of Tampa. My wife and I live with our two children in Scotch Plains, NJ, where I enjoy bicycling and playing golf.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • MO
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WI
  • WV

Education

  • B.S. Business Management, minor in Economics and Finance, University of Tampa

Credentials

  • Portfolio Manager
109 North Avenue
2nd Floor
Westfield, NJ 07090

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings