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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Bryan is one of a small number of UBS Financial Advisors who has earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
Bryan joined UBS in 2004 and has more than 19 years of experience in financial services. He holds the CERTIFIED FINANCIAL PLANNER™ designation. With this, he applies experience, education and ethics to his client relationships. His work is primarily with affluent families, businesses and retirement plans. He helps his clients with Financial planning, investment management, retirement income distribution, insurance, taxation and estate planning.
Bryan understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS – it is about providing the right advice to help you pursue your goals. That's why he offers a customized approach to wealth management built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, Bryan calls upon UBS—the world's largest wealth management firm.
Bryan holds a Bachelor of Business Administration degree from the University of Texas at San Antonio. He completed his CFP® coursework at the Kaplan University School of Continuing and Professional Studies. Bryan is a FINRA-licensed General Securities Representative and a Registered Investment Advisor Representative (Series 7 and 65). He is licensed in health, long-term care and life insurance, as well as fixed and variable annuities.
Bryan lives in San Antonio, TX with his wife and two sons.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Bryan is one of a small number of UBS Financial Advisors who has earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
Bryan joined UBS in 2004 and has more than 19 years of experience in financial services. He holds the CERTIFIED FINANCIAL PLANNER™ designation. With this, he applies experience, education and ethics to his client relationships. His work is primarily with affluent families, businesses and retirement plans. He helps his clients with Financial planning, investment management, retirement income distribution, insurance, taxation and estate planning.
Bryan understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS – it is about providing the right advice to help you pursue your goals. That's why he offers a customized approach to wealth management built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, Bryan calls upon UBS—the world's largest wealth management firm.
Bryan holds a Bachelor of Business Administration degree from the University of Texas at San Antonio. He completed his CFP® coursework at the Kaplan University School of Continuing and Professional Studies. Bryan is a FINRA-licensed General Securities Representative and a Registered Investment Advisor Representative (Series 7 and 65). He is licensed in health, long-term care and life insurance, as well as fixed and variable annuities.
Bryan lives in San Antonio, TX with his wife and two sons.
Education
Credentials
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
