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
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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
Let's connect
Client Associate
Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring client satisfaction through her attention to detail and organization. In 2024, Kim joined the Cross Wealth Consulting team. Kim has one son; James, and in her free time she loves to vacation in northern Michigan.
Client Associate
Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring client satisfaction through her attention to detail and organization. In 2024, Kim joined the Cross Wealth Consulting team. Kim has one son; James, and in her free time she loves to vacation in northern Michigan.
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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