Wealth advice for your life's goals

Mountain climbers reaching the summit

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brian Drake

    Brian Drake

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • PA
    • TN
    • UT
    • VA

    Brian joined UBS in April 2010, following 8 years at Morgan Stanley. In 2005, he partnered with his father, Ken, to form The Drake Wealth Management Group. Brian graduated from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics. He holds his Series 7, 31, and 66 securities licenses, as well as his life and health insurance designations. Brian currently resides in Basking Ridge, NJ with his wife, Kristen, and their children, Landon and Skylar. In their free time they enjoy traveling, attending their children's sporting events and spending time outdoors with their dogs, Baxter and Maddie.

      • University of Pennsylvania, B.A. Philosophy, Political Science, Economics
        184 Liberty Corner Road
        Suite 101
        Warren, NJ 07059
        brian.w.drake@ubs.com
        Brian Drake
        184 Liberty Corner Road,Warren,NJ,07059
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        James Starnes

        Client Associate

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          James joined UBS in July 2023 as a Client Service Associate in Warren, NJ. He brings over 17 years of experience in customer service related positions, including seven in luxury finance and risk management from his time spent at Tiffany & Co. James is committed to providing exceptional service to the clients of the Drake Wealth Management Group. In his free time, he enjoys reading, producing music, audio engineering and going to the gym.

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
                james.starnesiii@ubs.com
                James Starnes
                184 Liberty Corner Road,Warren,NJ,07059

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              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

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