Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Mountain climbers reaching the summit

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

person a top mountain

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.

  • Sean

    Sean Anthony

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NV
    • NY
    • OH
    • OR
    • RI
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Sean Anthony is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With 20 years of Financial Services industry experience, Sean works closely with Ultra High-Net-Worth Families and Business Owners to establish customized wealth management solutions across their entire balance sheets.  Sean believes that each relationship begins by listening to client’s priorities, hearing their current and legacy goals, discussing their concerns, and developing a collaborative wealth team around to deliver wealth management strategies that align with the client’s market view. 

    Sean leads a team of locally based subject matter experts to leverage the resources of the firm to develop and implement client’s investment management strategies, trust and estate planning services, structured credit solutions, and legacy philanthropy goals.  Sean strives to build a complete wealth team around every client by incorporating their existing CPA, Attorney and other external advisory relationships to ensure continuity strategy, information quality across the client's entire family balance sheet.  

    Previous Experience

    • Senior Vice President, Private Client Advisor, Bank of America
    • Senior Vice President, Senior Private Banker, Wells Fargo
    • Vice President, Premier Client Manager, Bank of America

    Giving Back and Life

    • Volunteers with Bread of Life Rescue Mission, North Coast Solutions and The Boys and Girls Club
    • Enjoys skiing, hiking and going to sporting events with wife Lindsay and four kids

        • Private Wealth Advisor
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
        sean.anthony@ubs.com
        Sean Anthony
        12220 El Camino Real,San Diego,CA,92130
      • Brian

        Brian Gemmell

        Senior Wealth Strategy Associate

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        • AK
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • ID
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MT
        • NJ
        • NV
        • NY
        • OH
        • OR
        • RI
        • TN
        • UT
        • WA

        Brian Gemmell is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Brian has worked in the financial services industry since 1996. He focuses on the wealth management and investment needs of Ultra High-Net-Worth clients and their families. He serves as the primary point of contact for existing clients, and coordinates with a team of locally-based specialists to bring customized strategies to current and new clients.

        Drawing from his experience as Client Manager, Credit Specialist and Branch Manager for the last 20 years, Brian tries to anticipate the needs of his clientele by utilizing the resources available at UBS to help addressed them promptly, and with care. With each relationship, Brian works to understand client concerns for short term financial goals and long-term aspirations. By listening closely to each client and working with their trusted advisors and family members, Brian assists with providing guidance to coordinate with the appropriate representatives of UBS’s global resources to support each client’s overall wealth strategy.

        Previous Experience

        • Senior Vice President, Private Client Manager, Bank of America
        • Senior Vice President, Wealth Management Banker, Merrill Lynch
        • Vice President, Premier Client Manager, Bank of America

        Giving Back and Life

        • Volunteers with Boy Scouts of America, American Cancer Society, Feeding America and Mojalet Dance Collective
        • Enjoys exploring the outdoors and supporting his wife Lyndsey and four kids through sports and the arts

              12220 El Camino Real
              Suite 400
              San Diego, CA 92130
              brian.gemmell@ubs.com
              Brian Gemmell
              12220 El Camino Real,San Diego,CA,92130
            • Chase

              Chase Puente

              Client Associate

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              • CA
              • CO
              • FL
              • GA
              • IN
              • MA
              • MD
              • NV
              • UT
              • WA

              Chase Puente is a Client Service Associate with UBS Private Wealth Management. Leveraging his 6 years of experience in the financial services industry, previously working at TD Ameritrade and Comprehensive Advisor, Chase brings a high level of care and attention to detail to meet client needs.

              Previous Experience

              • Relationship Manager II, TD Ameritrade
              • Client Service Associate, Comprehensive Advisor

              Giving Back and Life

              • Volunteers for Serve your City and San Diego Rescue Mission.
              • Enjoys traveling with his wife Jessie and spending time with their family and friends. Other hobbies include surfing, snowboarding, and playing softball.

                    12220 El Camino Real
                    Suite 400
                    San Diego, CA 92130
                    chase.puente@ubs.com
                    Chase Puente
                    12220 El Camino Real,San Diego,CA,92130
                  • Sydney

                    Sydney Hyland

                    Senior Wealth Strategy Associate

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                    • CA
                    • CO
                    • FL
                    • GA
                    • IN
                    • MA
                    • MD
                    • NV
                    • OR
                    • UT
                    • WA

                    Sydney Hyland is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Sydney specializes in client relationship building and business development, providing tailored financial planning and investment strategies for Ultra High-Net-Worth clients. She works closely with clients to analyze risks and opportunities, provide informed recommendations, and utilizes the firm's platform to develop customized asset allocation strategies.

                    Previously, at LPL Financial, Sydney held a variety of roles such as a High-Net-Worth Consulting Associate, an Advisory Consultant, and a Move Money Specialist. In her most recent position, she worked closely with Financial Advisors to deeply understand their clients’ financial and personal goals and craft tailored solutions. This involved leveraging advanced tools and modeling techniques to develop client-approved deliverables for investment planning, advanced financial planning, and estate planning. During this time, she had the privilege of consistently collaborating with a team of CFPs, CFAs, CPAs, Tax Attorneys, and Estate Planning Attorneys.

                    Previous Experience

                    • High-Net-Worth Consulting Associate, LPL Financial
                    • Internal Advisory Consultant, LPL Financial
                    • Move Money Specialist, LPL Financial

                    Education

                    • San Diego State University, B.S. in Business Administration (Finance)

                    Credentials

                    • CERTIFIED FINANCIAL PLANNER®
                    • SIE, Series 7, and Series 66

                    Life

                    • Sydney enjoys traveling, surfing, snowboarding, and staying active through workouts at F45.

                          12220 El Camino Real
                          Suite 400
                          San Diego, CA 92130
                          sydney.hyland@ubs.com
                          Sydney Hyland
                          12220 El Camino Real,San Diego,CA,92130
                        • Eugene

                          Eugene Plahotnii

                          Team Administrator

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                          • CA
                          • CO
                          • FL
                          • GA
                          • IN
                          • MA
                          • MD
                          • NV
                          • UT
                          • WA

                          Eugene Plahotnii is a Team Administrator with UBS Private Wealth Management, with over 11 years of experience Eugene is seasoned financial professional in the wealth management industry. His focus is on team building, business operations, account services and support with investment planning and advanced estate planning. Among other key responsibilities he is involved in administrative and technical support and managing existing client relationships.

                          Prior to joining UBS Private Wealth, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his growth and reputation as a trusted specialist.

                          Previous Experience

                          • Business Operations Manager, Wells Fargo Advisors
                          • Business Operations Manager & Financial Planner, ATS Financial

                          Education

                          • Accounting and Business Administration Bachelors Degree, Romania

                          Credentials

                          • Series 7, 66, CA Insurance Licenses

                          Life

                          • Enjoys travelling, exploring different cultures, and is car enthusiast
                          • He also likes spending time outdoors with his family, exploring new places

                                12220 El Camino Real
                                Suite 400
                                San Diego, CA 92130
                                eugene.plahotnii@ubs.com
                                Eugene Plahotnii
                                12220 El Camino Real,San Diego,CA,92130

                              Private Wealth Management

                              As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                              Turn possibilities into a plan

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                              A leading global wealth manager

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                              Sustainability matters

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                              Empower your investments

                              Building multicultural wealth, together

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                              Advice for business owners & entrepreneurs

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $6 trn

                              UBS Group invested assets
                              As of 12/31/2024

                              51 countries

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                              Global leader

                              UBS is a leading and truly global wealth manager

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