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:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • MA
  • MD
  • MT
  • NC
  • NV
  • NY
  • OR
  • TX
  • UT
  • VA

Education

  • Business degree, Pace University

Credentials

  • Chartered Retirement Planning Counselor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6006

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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