Let's move forward. Together.

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.

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.

  • Brian Mariash Headshot

    Brian Mariash, CIMA, AAMS

    Managing Director–Wealth Management

    Financial Advisor

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    Brian left a career in education to join the securities industry in 2001 and founded Mariash Lowther Wealth Management in 2008.  His personal mission to Educate, Connect, and Contribute has become the mission of the team. Brian holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business. Brian also has his Accredited Asset Management Specialist™, AAMS™® designation recognized by The College for Financial Planning Institutes Corp.

    Brian was named to Forbes “Best-In-State Wealth Advisors” list for six consecutive years, from 2018-2023. Brian is active in many local community efforts including having served on the boards of the Child Protection Center of Sarasota and the Jewish Family and Children Services. He is the proud father of three children (Anthony, Zachary, and Alexis), grandfather to Everly, and resides in downtown Sarasota.

    The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          1819 Main St.
          Suite 900
          Sarasota, FL 34236
          brian.mariash@ubs.com,shannon.m.murphy@ubs.com,bart.lowther@ubs.com
          Brian Mariash, CIMA, AAMS
          1819 Main St.,Sarasota,FL,34236
        • Shannon Murphy headshot

          Shannon Murphy

          Client Associate

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            Shannon Murphy has enjoyed working in various roles within the financial services industry since 2010.  After relocating to Florida in 2020, Shannon joined Mariash Lowther Wealth Management supporting the teams marketing efforts and working closely with Brian to help run the MLWM business development process.  Shannon takes great pride in her ability to provide exceptional client service and help simplify the complex financial lives of her clients.  Prior to moving from Pittsburgh, Shannon worked at a competitor firms for 10 years in retail branches and Private Wealth Management.  As a Client Solutions Supervisor, she supported high performing relationship managers while also being the supervisor of the team’s thirteen Client Associates. 

            Shannon graduated from Duquesne University with a BS in Marketing.  During her time as a Duke, Shannon served as the Events Chair for the American Marketing Association and organized various events for the group.  Shannon lives in West Bradenton with her husband, Dan, their 7 year old son, Liam, and rescue dog, Millie.  They love being on the water, making sushi and woodfired pizzas, and game nights.

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              • Duquesne University, Bachelor's in Marketing: 2006 - 2009
                1819 Main Street
                Suite 900
                Sarasota, FL 34236
                shannon.m.murphy@ubs.com
                Shannon Murphy
                1819 Main Street,Sarasota,FL,34236
              • Aly Henderson

                Aly Henderson

                Client Associate

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                  Aly Henderson joined Mariash Lowther Wealth Management in 2023 after 8 years as a senior consumer and business banker where she specialized in private banking and international cross-border banking and lending. Efficient and organized, Aly is committed to providing meaningful and comprehensive service to clients to simplify their lives and facilitate the achievement of their financial goals. Aly is originally from Lexington, KY where she attended Eastern Kentucky University and majored in Psychology. She also has many years of experience in the tax industry where she taught beginner tax classes. Aly and her husband Keaton and their son, Noah, moved to Florida two years ago. In her spare time she enjoys music, art, and travel.

                   

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    • Eastern Kentucky University, Psychology: 2006 - 2010
                      1819 Main Street
                      Suite 900
                      Sarasota, FL 34236
                      alysha.henderson@ubs.com
                      Aly Henderson
                      1819 Main Street,Sarasota,FL,34236
                    • James Headshot

                      J. Barton Lowther, CFP, CRPC

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • CA
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                      • GA
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                      James Barton Lowther began his financial services career in 2010 after graduating from Tulane University. As a Senior Financial Advisor, Bart has assisted clients by managing their individual wealth through multiple and complex market cycles in accordance with their individual needs. Bart is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Bart and his team for decades. Bart focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        • Tulane University , Bachelor's in Finance
                        • CERTIFIED FINANCIAL PLANNER™
                        • Chartered Retirement Planning Counselor
                        1819 Main Street
                        Suite 900
                        Sarasota, FL 34236
                        bart.lowther@ubs.com
                        J. Barton Lowther, CFP, CRPC
                        1819 Main Street,Sarasota,FL,34236
                      • Sovanna Sok headshot

                        Sovanna Sok

                        Client Associate

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                          Sovanna Sok launched his financial services career in February of 2007 as a Service Operations Associate and joined Mariash Lowther Wealth Management in November of 2022. He graduated with his Bachelor's in Finance from University of South Florida in December of 2016. With his many years of experience in the industry, Sovanna focuses on providing the best service to his clients and operational excellence. In his spare time, he is an enthusiastic chef in Cambodia and Thai cuisine. As a foodie, he also loves traveling and experiencing new culinary taste and cooking techniques.

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            • University of South Florida, Bachelor's in Finance: 2016
                              1819 Main Street
                              Suite 900
                              Sarasota, FL 34236
                              sovanna.sok@ubs.com
                              Sovanna Sok
                              1819 Main Street,Sarasota,FL,34236
                            • Jesse Perez headshot

                              Jesse Perez, CFP, CRPC

                              Senior Wealth Strategy Associate

                              CERTIFIED FINANCIAL PLANNER™

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                              • CO
                              • CT
                              • FL
                              • GA
                              • HI
                              • IL
                              • IN
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                              • KY
                              • LA
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                              • NC
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                              • OR
                              • PA
                              • RI
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                              • TN
                              • TX
                              • VA
                              • WA
                              • WI
                              • WV

                              Jesse Perez started in the financial services industry in 2011 and joined Mariash Lowther Wealth Management in 2015.  As a Financial Advisor, Jesse has assisted clients by helping them realize and achieve their financial goals.  Jesse’s primary focus is to work with his clients to put together a wealth management plan that will help them navigate complex markets and achieve their financial objectives.  Jesse is a CERTIFIED FINANCIAL PLANNER™ professional and also holds a Chartered Retirement Planning CounselorSM (CRPC®) designation, issued by the College for Financial Planning.  Jesse lives in Sarasota, FL with his wife Kaitlyn, their two sons Cameron and Casey, and dog, Ivy.

                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                • University of Central Florida: 2011
                                • CERTIFIED FINANCIAL PLANNER™
                                • Chartered Retirement Planning Counselor
                                1819 Main Street
                                Suite 900
                                Sarasota, FL 34236
                                jesse.perez@ubs.com
                                Jesse Perez, CFP, CRPC
                                1819 Main Street,Sarasota,FL,34236

                              Recognitions

                              Meet Brian Mariash

                              Mariash Lowther Wealth Management 

                              You. Connected.

                              As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                              You. Connected.

                              Simplify your financial lives

                              Sustainability

                              Simplify your financial lives

                              Family Advisory & Philanthropy Services

                              Family Advisory & Philanthropy Services

                              Advanced planning

                              Advanced planning

                              Advanced planning

                              Sustainability

                              a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

                              b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

                              c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

                              Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

                              Learn more

                              Advanced planning

                              We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

                              As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

                              Defining your priorities. Pursuing what matters.

                              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                              Outlook on interest rates

                              Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.

                              06 June 2024

                              Guiding founders and business owners

                              surfers

                              Planning for a lifetime

                              Advanced Planning

                              Multicultural

                              Invest to advance

                              Let’s build the future of multicultural wealth. Together.

                              Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.8+ trn

                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

                              Insights