Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Credentials
Team Administrator
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.
Team Administrator
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.
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.
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