Let's move forward. Together.

A team of rowers rowing a boat

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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kieran Thomas Maloney Profile Photo

    Kieran Maloney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • GA
    • HI
    • ID
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • WA
    • WY

    Kieran began his investment consulting career in 1987 with Lehman Brothers and later worked for Merrill Lynch in San Francisco. In 2002, he joined Wells Fargo Advisors through its predecessor firm, Prudential Securities. While there, he was named to the firm's Directors Council for Premier Advisors based on production and his excellent compliance record. He joined UBS in 2014.

    Kieran received his B.S. degree from Long Island University, C.W. Post Campus and also holds a Financial Planning Degree from the College for Financial Planning. Originally from Long Island, New York, Kieran now live in Santa Barbara with his wife, Amy, and their two daughters, Morgan and McKenna.

          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101
        • Brian Joshua Berry  Profile Photo

          Brian Joshua Berry, CFP

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • MA
          • MI
          • MN
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • WA

          Brian began his career in the financial services industry with Wells Fargo Bank in 2006.  He completed his services as a Business Banker before transitioning to the Wealth Management division then joined UBS in 2014.  While working full-time, he graduated from UC Santa Barbara with a major in business economics with an accounting emphasis and a minor in sport management.  He also earned the Certified Financial Planner professional designation from the CFP board through the Northwestern University continuing studies program.  Brian has been ac active member of the Santa Barbara community since 2005 and is a current member of the Santa Barbara Rotaract Club and Santa Barbara Young Professionals.  Away from the office, Brian enjoys cycling, golfing and playing baseball.

              • CERTIFIED FINANCIAL PLANNER™
              222 East Carrillo Street
              Suite 106
              Santa Barbara, CA 93101
            • Annalisa Rada-McGee Profile Photo

              Annalisa Rada-McGee

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CT
              • DC
              • DE
              • FL
              • HI
              • MA
              • MD
              • MN
              • MO
              • MT
              • NE
              • NV
              • NY
              • OR
              • PA
              • SD
              • WA

                    222 East Carrillo Street
                    Suite 106
                    Santa Barbara, CA 93101

                  The Year Ahead - Sustainable Investing

                  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