First Vice President–Wealth Management
Financial Advisor
Bryan’s approach is to develop a personal relationship with his clients to understand families, businesses and endowments' dynamics so that he can lead with advice. Bryan works closely with ultra-high-net-worth clients to assess their needs and interests, and then coordinate the resources to advance their life and legacy goals. He orchestrates effective communication across a client’s team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Bryan offers an intuitive understanding for people and their priorities.
Prior to joining UBS, Bryan worked at Bank of America for 23 years and held positions in corporate and investment banking before moving into Bank of America Private Bank (formerly U.S. Trust) in 2006 as a sales executive for the Southeast Division. In 2009, he became a director with Merrill covering the custom credit business. He then rejoined Bank of America Private Bank in 2021 as a Private Client. He started his career with PricewaterhouseCoopers in the Private Client Tax group. Bryan holds a BS in accounting from the University of Florida and an MBA from Queens University. He is retired from the US Air Force and the Florida Air National Guard. Active in his community, he volunteers with the UF-Shands Transplant Center and was a member of the Angel’s Advocacy Care Network board of directors. Bryan is a Jacksonville native and is married to Michelle and has two children.
Let's connect
First Vice President–Wealth Management
Financial Advisor
Bryan’s approach is to develop a personal relationship with his clients to understand families, businesses and endowments' dynamics so that he can lead with advice. Bryan works closely with ultra-high-net-worth clients to assess their needs and interests, and then coordinate the resources to advance their life and legacy goals. He orchestrates effective communication across a client’s team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Bryan offers an intuitive understanding for people and their priorities.
Prior to joining UBS, Bryan worked at Bank of America for 23 years and held positions in corporate and investment banking before moving into Bank of America Private Bank (formerly U.S. Trust) in 2006 as a sales executive for the Southeast Division. In 2009, he became a director with Merrill covering the custom credit business. He then rejoined Bank of America Private Bank in 2021 as a Private Client. He started his career with PricewaterhouseCoopers in the Private Client Tax group. Bryan holds a BS in accounting from the University of Florida and an MBA from Queens University. He is retired from the US Air Force and the Florida Air National Guard. Active in his community, he volunteers with the UF-Shands Transplant Center and was a member of the Angel’s Advocacy Care Network board of directors. Bryan is a Jacksonville native and is married to Michelle and has two children.
Let's connect
Authorized Officer
Team Administrator
Authorized Officer
Team Administrator
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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