Senior Vice President–Wealth Management
Brad began his career as a financial advisor in 1989 with Merrill Lynch. He has since joined UBS after 22 years at Merrill. Brad is a series 7 registered representative and holds the Certified Retirement Planning Consultant (CRPC) designation. He realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so he helps clients emotionally handle the responsibility of managing a portfolio. In today's market, through an expanded investment spectrum, Brad offers diversification whether clients are in the Distribution or Accumulation phase of their lives.
Credentials
Client Associate
Rosie has a wealth of experience in the financial services industry, holding various roles over the last 25 years. Her experience includes work at banks, insurance companies, and brokerage firms. Rosie specializes in account services, income distribution, and reporting.