Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Jeffrey Brunner

Senior Vice President–Wealth Management

Over the past 35 years, Jeffrey has provided financial guidance to his clients and their families by taking a holistic approach to wealth management. Jeffrey's mission is to help clients convert non-stop financial information into productive strategies designed to make the lives of investor's & their families better. His clients' well-being and their ever-evolving needs are Jeffrey's greatest concerns, and it gives him tremendous satisfaction knowing they work together with him to reach personal and financial goals.

Jeffrey applies portfolio management, lending, income strategies, and estate planning to produce tailored solutions for his clients. His clients benefit from the full spectrum of resources that UBS as a global firm can offer – no matter how simple or complex their needs may be — to guide them toward the milestones that are most important to them.

Jeffrey enjoys tennis and sailing in his free time, and he is an avid global traveler with a deep curiosity for other cultures. Jeffrey lives with his wife of 33 years, Ann, and their two dogs in Hancock Park. His family is particularly invested in the well-being and education of the youth, supporting causes such as St. Jude Children's Research Hospital and Doctors Without Borders.

Registered States:
  • CA
  • DE
  • FL
  • HI
  • IL
  • MA
  • MI
  • NC
  • NV
  • OK
  • OR
  • PA
  • UT
  • WA
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-4619

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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

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights