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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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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.
First Vice President–Wealth Management
Financial Advisor
Brian Lockier is a Senior Vice President with UBS Wealth Management, specializing in tax‑efficient investment and planning strategies. By cultivating deep trust with his clients, Brian focuses on building long‑term relationships with individuals and families, serving as their advisor of choice as they pursue their financial goals.
With more than three decades of industry experience, Brian provides thoughtful, comprehensive guidance across investment management, risk management, financial planning, estate planning, and retirement planning. He helps clients manage, grow, and protect their wealth through customized planning and disciplined, client‑centered advice.
Brian began his career in the early 1980s at portfolio management firms Jennison Associates and Atalanta Sosnoff. He transitioned into advisory work in 1987 at Shearson Lehman Bros., later joining PaineWebber in 1993, which became part of UBS in 2000. 2026 marks his 33rd consecutive year with the firm.
He holds a BS in Business Management from the University of Tampa and maintains his Series 7, 63, and 65 licenses, along with insurance licenses for annuities, long‑term care, and life insurance. Brian is also a Certified Retirement Plan Specialist (CRPS).
Brian and his wife, Sheila, have two sons, Sean and Conor. Outside of work, he enjoys traveling, golf, mountain biking, and advocating for Irish adoptees—a cause with personal significance.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Brian Lockier is a Senior Vice President with UBS Wealth Management, specializing in tax‑efficient investment and planning strategies. By cultivating deep trust with his clients, Brian focuses on building long‑term relationships with individuals and families, serving as their advisor of choice as they pursue their financial goals.
With more than three decades of industry experience, Brian provides thoughtful, comprehensive guidance across investment management, risk management, financial planning, estate planning, and retirement planning. He helps clients manage, grow, and protect their wealth through customized planning and disciplined, client‑centered advice.
Brian began his career in the early 1980s at portfolio management firms Jennison Associates and Atalanta Sosnoff. He transitioned into advisory work in 1987 at Shearson Lehman Bros., later joining PaineWebber in 1993, which became part of UBS in 2000. 2026 marks his 33rd consecutive year with the firm.
He holds a BS in Business Management from the University of Tampa and maintains his Series 7, 63, and 65 licenses, along with insurance licenses for annuities, long‑term care, and life insurance. Brian is also a Certified Retirement Plan Specialist (CRPS).
Brian and his wife, Sheila, have two sons, Sean and Conor. Outside of work, he enjoys traveling, golf, mountain biking, and advocating for Irish adoptees—a cause with personal significance.
Education
Credentials
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
