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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
First 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.
First 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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
