Tailored wealth advice

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Brandon Mazur is a Senior Vice President at UBS Financial Services, Inc. and is the lead partner of The Mazur Keller Wealth Management Group.  Brandon works with high net worth families, corporate executives, retirees, institutions, non-profits and corporations in developing, implementing and monitoring customized investment strategies.   

His wealth management focus includes strategic and tactical asset allocation with a special concentration on retirement benefits and corporate stock plan administration.  In addition, he is a Senior Portfolio Manager specializing in portfolio construction and providing customized retirement plan solutions for his clients.

Brandon began his career in the financial industry with Paine Webber in 2000. In 1990, Brandon earned his B.S. in Political Science from The University of Maryland. He also received his Certified Financial Planner (CFP) designation from Georgetown University in Washington DC. 

Prior to Paine Webber, Brandon worked for several prominent politicians across the country as their Director of Finance focused on fundraising.  He also spent several years on Capitol Hill as a Legislative Aide. 

Brandon, his wife, and their daughter, live in Silver Spring, Maryland.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.

• University of Maryland, B.S. Political Science

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager

• MD

Originally from the Greater New York City region, Megan graduated from the College of Saint Rose Magna Cum Laude with a B.S. in Financial Planning with a minor in marketing. She started her career off at Ayco, a Goldman Sachs Company, and she is an experienced analyst with a demonstrated history of working in the financial services industry. Megan believes in a client focused approach, and helping her clients reach their financial goals is truly what motivates her.

Megan's philosophy to wealth management has always been to take a holistic approach. She understands that financial situations cannot be looked at in a vacuum, and she can help her clients prioritize their (sometimes conflicting) financial goals. By taking a comprehensive look at all aspect of a client's financial picture, Megan helps detail out the steps necessary to reach their objectives. 

In her free time, Megan enjoys spending time with her family, staying active outdoors, and  learning how to cook up new recipes!

• The College of Saint Rose, B.S. in Financial Planning, Minor in Marketing

• CERTIFIED FINANCIAL PLANNER®

• CA
• DC
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• MD
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• SC
• VA

Prior to joining UBS in 2013, Dan spent four years at Morgan Stanley where he provided a wide range of multigenerational financial planning support to help clients achieve their goals. Dan's consultative background and broad experience affords him a unique perspective in serving as clients' direct point of contact and managing day-to-day team operations. Dan is passionate about assisting clients in all aspects of their finances so they can focus on the areas of their lives that matter more than money – such as family, health and community. Dan currently holds the FINRA Series 7 and Series 66 securities licenses and the State of Maryland Insurance License. He earned his Bachelor of Science in business management from the Robert H. Smith School of Business at the University of Maryland, College Park.