The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Pensive Man On Boat

Grant Brown, CIMA

Senior Vice President–Wealth Management

I was raised by two school teachers in a small upper Midwest town. My father, the science teacher, taught me to hunt and fish. My mother, the English teacher, taught me poetry and compassion. Imagine their surprise when I won a stock picking contest in junior high, became fascinated with the capital markets and told them I knew what I wanted to be when I grew up. I went on to earn a finance degree from Northern Michigan University then moved to Chicago full of hope and energy seeking a career "on wall street." Over 20 years later I am still fascinated, still hopeful and constantly energized by the wonderful relationships I have with my clients. I consider my clients to be friends and most have told me they feel the same way.

I was taught early on in order to help people I needed to understand them. I was not aware what a gift this was going to be. I have had the privilege of listening to successful people share their motivations, fears, aspirations and passions. I have noticed what works, what doesn't, where I can make a difference and where I can't. Most importantly, I learned that investor behavior has more to do with success than any charts, graphs or ratios and a sound plan improves the chances of wise behavior. A few years ago I returned to school for some executive education programs at The Wharton School. They teach proper due diligence, performance measurement and portfolio construction, then mix in a little psychology and philosophy. Go figure, wealth management is an art and a science.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IL
  • IN
  • MA
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VT
  • WI

Education

  • B.A. Finance, Northern Michigan University

Credentials

  • Wealth Advisor
  • Certified Investment Management Analyst®
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4187

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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