Senior Vice President–Wealth Management
Rosemary has been advising corporate executives, retirees and their families for more than 30 years. Prior to joining UBS, Rosemary gained experience with estate planning and wealth transfer issues while working for a law firm. Her knowledge of the municipal bond market came from working as an institutional broker. Rosemary was also a partner at J.C. Bradford & Company, which UBS later acquired. Rosemary received a B.A. with honors from the University of Florida in Gainesville.
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Senior Vice President–Wealth Management
Rosemary has been advising corporate executives, retirees and their families for more than 30 years. Prior to joining UBS, Rosemary gained experience with estate planning and wealth transfer issues while working for a law firm. Her knowledge of the municipal bond market came from working as an institutional broker. Rosemary was also a partner at J.C. Bradford & Company, which UBS later acquired. Rosemary received a B.A. with honors from the University of Florida in Gainesville.
Education
Credentials
Let's connect
Wealth Management Associate
Briana has been in the financial services industry since 2014 where she started at Wells Fargo Advisors and joined UBS in 2015. She has her Series 7 and 66 along with her health and life insurance licenses.
She is very detail oriented, reliable, positive, has strong interpersonal and technical skills, and very focused on taking care of client needs and concerns.
Briana moved to Tennessee in 2015, and loves being in Music City. She is married to her husband, Austin and together they have three sons, River, Knox and Baylor
Wealth Management Associate
Briana has been in the financial services industry since 2014 where she started at Wells Fargo Advisors and joined UBS in 2015. She has her Series 7 and 66 along with her health and life insurance licenses.
She is very detail oriented, reliable, positive, has strong interpersonal and technical skills, and very focused on taking care of client needs and concerns.
Briana moved to Tennessee in 2015, and loves being in Music City. She is married to her husband, Austin and together they have three sons, River, Knox and Baylor
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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