Begin with a plan

For your goals. For your future.

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Edward Brown Profile Photo

    Edward Brown

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    Ed has over 28 years of financial services experience.  He has always valued relationships with his clients as his most important assets.  As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals.  He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients.  He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plans.  

    Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses.  Ed lives in South Fayette with his wife Kathy and their three children.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Pennsylvania State University, B.S. in Electrical Engineering
    • University of Pittsburgh, M.B.A.
    • Senior Portfolio Manager
    • Portfolio Manager
    4000 Town Center
    Canonsburg, PA 15317
  • Daniel Fitzpatrick Profile Photo

    Daniel Fitzpatrick

    Account Vice President

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped hundreds of families develop customized and comprehensive strategies in order to achieve what matters most in life.  His approach focuses on education, and helps to make decisions with you – not for you.  Dan integrates his financial planning expertise with investment management solutions to ensure a complete wealth management experience.

    Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA.  He has a B.S. in Finance from The Pennsylvania State University.  Dan holds several industry designations including CFP® (CERTIFIED FINANCIAL PLANNER) AWMA® (Accredited Wealth Management Advisor) and CEPA® (Certified Exit Planning Advisor). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses.  Dan currently lives in Mt. Lebanon.  

     

      • Pennsylvania State University, Bachelor of Science
      • CERTIFIED FINANCIAL PLANNER™
      • Accredited Wealth Management Advisor
      • Certified Exit Planning Advisor
      4000 Town Center
      Canonsburg, PA 15317
    • Staci Black Profile Photo

      Staci Black

      Team Administrator

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • MA
      • MI
      • NC
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WV

      Staci, is the focal point of a consistent and smooth client service experience.  She is responsible for managing the day-to-day affairs of the Brown Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team.  She has 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions.  In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff.  Additional experience includes more than 30 years in the financial services industry.  Staci holds the Series 7, 63 and 65 securities licenses and is a member of the CSA Coach Network at UBS. In October 2010, an article was published in Registered Rep Magazine for her outstanding success on client service.   

      Staci enjoys baking, walking/running and spending time with her family.  She and her husband Douglas currently live in South Fayette with their four children.

            4000 Town Center
            Canonsburg, PA 15317
          • Allison Daube Profile Photo

            Allison Daube

            Client Associate

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • MA
            • MD
            • MI
            • MN
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI
            • WV

            Allison has over 20 years of experience in the financial services industry.  She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant.   Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.  

            She and her husband David currently live in Peters Township with their three children.

                  4000 Town Center
                  Canonsburg, PA 15317

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Life is unpredictable. Could we be better prepared?

                For some of life's questions you're not alone. Together we can find the answer.

                With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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