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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 First 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 children, 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 First 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 children, Sean and Conor. Outside of work, he enjoys traveling, golf, mountain biking, and advocating for Irish adoptees—a cause with personal significance.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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