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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.

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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.

  • Fred Burrows Profile Photo

    Frederick Burrows

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • ID
    • IL
    • MD
    • ME
    • MI
    • MT
    • NJ
    • NV
    • NY
    • OH
    • RI
    • TX
    • UT
    • VA
    • WA
    • WY

    Frederick has been advising boards of directors, corporate executives and business owners for over 30 years. His experience includes advising and facilitating the initial public offerings of a number of internet technology companies. He has managed both the equity compensation and corporate cash plans for these firms as well.

    Frederick has had national leadership recognition having received the Excellence in Leadership Award from Merrill Lynch in 2009. He was the Resident Director for Merrill Lynch in Santa Barbara prior to joining UBS in 2015. He is a graduate of the University of California- Berkeley with a degree in Political Economy. He holds the Finra Registered Principal license and Registered Options Principal license in addition to his Series 7 license.

    Frederick is passionate about giving back to his community and has served on numerous charitable boards over the years including Direct Relief International, a global humanitarian relief non-profit, where he chaired the finance committee.

          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101
        • Ben Tucker Profile Photo

          Ben Tucker, CRPC

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • FL
          • ID
          • IL
          • MA
          • MD
          • ME
          • MI
          • MT
          • NJ
          • NV
          • NY
          • OH
          • RI
          • TX
          • UT
          • VA
          • WA

          Together with the broad resources at UBS, Ben has the unique opportunity and privilege to make the financial lives of his clients better.

          Ben’s clients primarily consist of substantial private investors and small business owners in the central coast of California.

          He specializes in lending strategies, cash flow management, tax minimization, and portfolio structuring including market sell-off protection.

          Ben strives to know all his clients so well that he can anticipate their needs, preclude issues from emerging, and craft portfolio strategies that both yield desirable results and are tailored to their personal values and appetite for risk.

          Ben began his financial career with Merrill Lynch in 2007.

          He and his team joined UBS Financial Services in 2015 finding that their comprehensive investment and planning resources better aligned with their clients' needs.

          Ben holds a bachelor’s degree in Economics from California State University, Long Beach and is a designated Chartered Retirement Planning Counselor® (CRPC).

          He is a board of directors of the M.I.T. Enterprise Forum Central Coast, a non-profit that seeks to build business connections for technology entrepreneurs.

          Ben resides in his native Santa Barbara with his wife, Becca.

          He is an avid swimmer, surfer, skier, golfer, and pickle ball player (a racquet sport similar to tennis).

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

            • Chartered Retirement Planning Counselor℠
            • Portfolio Manager
            222 East Carrillo Street
            Suite 106
            Santa Barbara, CA 93101
          • Jennifer Boisky Profile Photo

            Jennifer Boisky

            Senior Client Associate

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            • CA
            • CO
            • CT
            • FL
            • ID
            • MI
            • NV
            • VA
            • WA

            Jennifer Boisky started her career in the Financial Services Industry 1998, and handles all of the administrative duties for the Burrows/Tucker team.   Jennifer holds several professional licenses including her Series 7, 9, 10, 63 and 65.   Jennifer has excellent customer service skills and works closely with clients helping with all of their financial needs.  

                  222 East Carrillo Street
                  Suite 106
                  Santa Barbara, CA 93101

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                As of 06/30/2022

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