Managing Director–Wealth Management
Ed has over 25 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plans. Ed has been a member of the esteemed Presidents Council since 2010.
Ed has a B.S. in Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed lives in South Fayette with his wife Kathy and their three children.
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Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the Brown Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 15 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 25 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the CSA Coach Network at UBS. In October 2010, an article was published in Registered Rep Magazine for her outstanding success on client service.
Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.
She and her husband David currently live in Peters Township with their three children.