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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.

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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:
  • CA
  • CT
  • DC
  • FL
  • KY
  • MA
  • MI
  • MO
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA

Education

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

Credentials

  • Portfolio Manager
109 North Avenue
2nd Floor
Westfield, NJ 07090
  • (908) 789-6171

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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