Wealth advice for your life's goals

Lift ascending the mountains

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

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

    Brian Drake

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • 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
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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

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              A team approach

              A team approach

              Goals-based planning

              Goals-based planning

              Your life, wealth and future

              Your life, wealth and future

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              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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