Bryan Davidson joined UBS in 2025, following his tenure at BMO Investment Services. Based in Scottsdale, he is a Financial Advisor with more than twenty years of experience in the financial industry, including seventeen years dedicated to advising clients. He helps individuals, families, and business owners align today’s decisions with tomorrow’s goals to craft the multi-generational legacy they want to build.
Bryan’s approach is personalized and comprehensive: goal-driven planning, pro-growth investing focused on quality, and practical guidance across tax-aware income, business succession, and estate coordination.
Bryan began his career at Edward Jones as the youngest advisor at the firm in 2007. He was inspired to become a financial advisor when he opened his first investment account and formed a relationship with his own advisor. Believing that the most important role an advisor plays in a client’s life is giving them peace of mind, Bryan truly enjoys helping his clients “step outside the box and dream a little” by finding their passions and bringing them to life. He holds the Series 7 and 66 securities licenses and is licensed for Life, Health, Annuities, and Variable Contracts.
Active locally, Bryan has sponsored Sequoia Charter Elementary’s “Adopt-a-Class” since 2020 and served as a Giving Ambassador in 2023 and 2024. Away from the office, you’ll find him on a Harley-Davidson with his wife Jenna, running 10Ks, traveling, or leaning into his favorite title—"uncle.”
14624 N. Scottsdale Road
Suite 150
Scottsdale, AZ 85254
bryan.davidson@ubs.com
Bryan Davidson
14624 N. Scottsdale Road,Scottsdale,AZ,85254