Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Two women in office

Gianna Drake-Kerrison CRPC

First Vice President–Wealth Management

Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IN
  • MA
  • MD
  • MT
  • NV
  • NY
  • TN
  • TX
  • VA
  • WA

Education

  • Business degree, Pace University

Credentials

  • Chartered Retirement Planning Counselor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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