Financial planning and beyond

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.

Plans

Michael Brick

Senior Vice President–Wealth Management

Financial Advisor

Senior Vice President-Investments Michael J. Brick, a financial advisor has worked in the financial services industry for the past 15 years. He provides in-depth wealth management services to private investors. Mr. Brick consults with his clients on such issues as investment planning, options analysis and credit decisions. Before joining UBS in 2005 Mr. Brick worked at Friedman, Billings, Ramsey & Co. (FBR) for 6 years and was a Vice President in the wealth management group where he focused on consulting for high net worth clients.Prior to FBR, Mr. Brick was a commercial loan officer for Bank of America where he managed a $150 Million small business loan portfolio. Mr. Brick holds a B.S in Economics from Syracuse University. He lives in Maryland with his wife Krista and four young children, Micaela, Lindsey, Jack & Patrick.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • B.S. Economics, Syracuse University

Credentials

  • Wealth Advisor
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
  • (301) 718-5095

Email Me

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

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