Wealth advice for your life's goals

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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.

  • Kenneth

    Kenneth Drake

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • PA
    • TN
    • UT
    • VA
    Ken spent 26 years at Morgan Stanley before joining UBS in April 2010. He is a graduate of Trenton State College and the University of Maryland, and completed the Investment Consultant program at the Wharton School of Business at the University of Pennsylvania. Prior to entering the financial services industry, Ken was a teacher and a coach for 12 years on both the high school and collegiate levels. He holds his Series 7, 63, and 65 securities licenses, as well as his life and health insurance licenses. Ken lives in Clark, NJ with his wife, Kathy. They have two children, Brian and Jessica.
      • Trenton State College
      • University of Maryland
      • Certified Investment Management Consultant
      184 Liberty Corner Road
      Suite 101
      Warren, NJ 07059
    • Brian

      Brian Drake

      First Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • CT
      • FL
      • GA
      • MA
      • 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 and spending time outdoors with their dog, Baxter.
        • University of Pennsylvania, B.A. Philosophy, Political Science, Economics
          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
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          Shawn Healy

          Senior Client Associate

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          • NJ
          • NY

          Shawn began working for UBS in July 2018, but his experience in the financial services industry dates back to 2010.  He is committed to providing exceptional service to the clients of the Drake Wealth Management Group.  Shawn graduated from Coastal Carolina University with a Bachelor of Arts degree in Business Administration, and holds his Series 7, 63 and 65 securities licenses, as well as his life and health insurance designations.  He currently resides in Long Valley, NJ with his wife, Nicole, and their two children, Julian and Olivia.

            • Coastal Carolina University, B.A. Business Administration
              Home Worker NJ
              Home Worker NJ, NJ 000

            Your 401(k)'s lifetime income illustration

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            How do you plan confidently for the retirement you want?

            Start by building a strategy based on the resources and needs over the course of your life.

            Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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            $2.8 trillion

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            As of 06/30/2022

            51 countries

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