Senior Vice President–Wealth Management
Financial Advisor
Brian Gold is the Senior Vice President of Wealth Management and leads a team of talented financial professionals for the Inspiration Wealth Management team at UBS. For over a quarter century, Brian has dedicated himself to providing thoughtful and trustworthy advice serving an affluent clientele. The cornerstone of Brian's practice begins with the financial planning process. He provides clients with a roadmap that delivers peace of mind in their financial lives. He also has extensive expertise in selecting and monitoring top institutional money managers while also leveraging the full global capabilities of UBS to deliver advice beyond investing. This advice includes, but is not limited to professional asset management, full lending capabilities, wealth protection strategies, philanthropic giving and liability management.
In his leisure time, Brian enjoys spending time with his wife, Lori, son, Harrison, and dog, Riley. Brian and his family live in William's Island, Aventura where he sits on the Board of Directors for his building. Growing up around the sport of tennis, Brian takes pride in watching his son, Harrison, compete as a collegiate tennis player.
Brian graduated from Florida State University where he received a Bachelor of Science Degree in Political Science and later went on to earn a Master of Science Degree in Human Resource Administration from Barry University. He began his career in 1993 and, since 2015, Brian has found a home at UBS Financial Services Inc. in Aventura, FL.
Education
Senior Client Associate
Patricia Najiy oversees client administration for the Inspiration Wealth Management team. She has more than 18 years of experience in the financial services industry. Patricia currently resides in Miramar, Florida and spends her leisure time with her family, and enjoys cooking, crochet, reading, and is very involved with cancer related charities.