Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Kenneth Drake

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • PA
  • TN
  • UT
  • VA

Education

  • Trenton State College
  • University of Maryland

Credentials

  • Certified Investment Management Consultant
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me

Brian Drake

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • PA
  • TN
  • UT
  • VA

Education

  • University of Pennsylvania, B.A. Philosophy, Political Science, Economics
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me

Max Roy

Client Associate

Max began working for UBS in March 2022 as the Branch Office Administrator in Warren, NJ.  He is Series 7 licensed and brings prior experience in the financial services industry from his time at both Citi Bank and M&T Bank.  Max is committed to providing exceptional service to the clients of the Drake Wealth Management Group.  In his free time, Max enjoys playing tennis, chess and poker.

Registered States:
  • NJ
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me