$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Lee has over 15 years of experience in financial services industry. He has transitioned to a Financial Advisor in our Brookfield office after working as a Wealth Strategy Associate in our Milwaukee office for the last 5 years. Prior to moving into private wealth management, he was working with an institutional fixed income sales team in one of our New York offices. Lee has obtained his Series 7, 63, and 66 securities licenses and his working towards becoming a Certified Financial Planner. He earned a B.A. in finance from University of Rhode Island.
In his free time, Lee enjoys golfing, running and spending time with his wife, Erin and their three boys (Declan 7, Cormac 5, and Seamus 2).
Education

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.
$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