$7 trn
UBS Group invested assets
As of 12/31/2025
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Brooks graduated from the University of Georgia with a bachelor's degree in risk management and insurance. Brooks has over 30 years experience in the securities industry. His focus is serving the needs of individuals, families and business owners. He utilizes the firm's extensive resources in equity management, fixed income strategies and alternative investments to help his clients achieve their financial and estate planning goals.

We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager