Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Architect in studio

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

  • Brian DeJoy

    Brian DeJoy, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
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    Time tested experience

    Brian is the founding member of DeJoy Wealth Management and a UBS Senior Vice President.  Since 1992 Brian has been advising a select group of clients in a range of areas that includes financial planning, asset allocation and investment management.  Over his career Brian has guided clients through a Russian debt default, the dot-com bubble and subsequent crash, the Global Financial Crisis and a global pandemic.   

    As a Senior Portfolio Manager at UBS, Brian creates customized and proprietary investment portfolios which are tailored to clients' needs.  When appropriate, clients can leverage Brian's extensive experience in analyzing and implementing private equity, private real estate, private credit and hedge funds to include these asset classes into their portfolios.

    Differentiated planning

    Brian holds the CERTIFIED FINANCIAL PLANNER® designation from the CFP Board and has in depth experience focusing on sophisticated planning for clients with varied planning issues and objectives.  During the planning process, he will coordinate when necessary with client's attorneys and tax advisors and will involve the Wealth Planning and Trust Consulting group at UBS.

    Brian and the DeJoy Wealth Management team will bring all available resources to bear to help client's structure a well thought out multi-generational plan.

    Outside of UBS

    Brian received a B.S. from Cornell University with a major in Business Management and Marketing and a minor in Applied Economics.  While at Cornell he played four years of varsity soccer.  He currently lives in Pittsford, NY with his wife Heather and their three children:  Caroline, Emma and Ryan.  Brian has coached youth soccer and basketball for many years and is a past Board Member of the Pittsford Mustangs Soccer Club.  He is currently a Board Member of the House of Mercy in Rochester NY where he is also Chair of the Investment Committee and a member of the Finance Committee. 

      

      • Cornell University, B.S. Degree in Business Management and Marketing with a minor in Applied Economics: 1988 - 1992
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      Financial planning
      Estate planning strategies
      Investing
      Custom portfolios
      Asset allocation
      Alternative investments
      Executive compensation
      Corporate executives
      400 Linden Oaks
      Rochester, NY 14625
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      Buddy Miles

      Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CT
      • FL
      • GA
      • ID
      • IL
      • KY
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA

      As a Wealth Strategy Associate with DeJoy Wealth Management, Buddy provides support to clients and assists the team with investment research, trading and updating financial plans. He has ten years of experience in the financial services industry and has demonstrated the ability to add value to the client experience, the financial planning process and the operational and administrative side of the business.  Buddy takes pride in offering a high level of service to clients.

      Buddy graduated from Le Moyne College with a triple major in Finance, Business Analytics, and Marketing. He currently lives in Penfield, NY with his wife Catie and their two children: Charles and Jackson.  He enjoys traveling with his family, experiencing different sporting events, and trying new craft beers everywhere he goes.

            400 Linden Oaks
            Rochester, NY 14625

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Wealth, from your point of view

          Multigenerational families

          Multigenerational families

          Professionals

          Professionals

          two men planning

          Ready to sell your business?

          The five hallmarks of a successful sale

          Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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