Family. Wealth. For generations

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

XNWB team Oct 2021

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.

  • Andrew R. Wilson Profile Photo

    Andrew Wilson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • HI
    • ID
    • MA
    • MI
    • MN
    • NC
    • NV
    • OK
    • OR
    • PA

    I work with multigenerational families to provide financial strategies and wealth planning solutions designed to help enhance their lifestyle, preserve their legacy and support their objectives. For more than 30 years, I have emphasized the value of detailed planning in collaboration with clients’ other professional advisors to help coordinate all facets of their financial lives. I am committed to making a positive difference for my clients, and I view my role as that of a counselor, helping them make personal and financial decisions across the many stages of their lives.

    I began my career in the financial services industry in 1992. After graduating with a B.A. in political science from the University of Rhode Island, I enlisted in the United States Army Reserve and served as a combat medic, earning the Army Commendation Medal. I joined UBS Financial Services in 2012 after 8 years at Morgan Stanley and 12 years at AG Edwards, where I served as a branch manager.

    Born and raised in Santa Barbara, I am passionate about preserving and bettering the community. I am a third-generation member of the Rancheros Visitadores, a group dedicated to commemorating the history of horsemanship and ranching in the local area. In addition, I have worked with many nonprofits, serving as a volunteer for Old Spanish Days, president of the Westside Boys & Girls Club, and a current board member of the Family Service Agency and Hearts Therapeutic. Outside the office, I enjoy spending time with my three children.

          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101
        • Brian Joshua Berry Profile Photo

          Brian Joshua Berry, CFP

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • MA
          • MI
          • MN
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • WA

          Together with my team, I work with successful individuals and families to help provide long-term planning and solutions for complex financial needs. I help clients build wealth for the future, protect it for the next generation, and create giving strategies for the people and causes that mean so much to them. I am well-positioned with advice and planning that can give clients confidence to pursue their life goals. My focus includes:

          •Holistic and personalized financial planning, asset allocation, tax-efficient investment strategies and estate planning
          •Pre-liquidity strategic planning and post-liquidity asset management, including concentrated stock strategies
          •Retirement planning and sustainable income replacement strategies
          •Charitable giving strategies, including donor advised funds, charitable remainder trusts and foundations

          I began my career in the financial services industry in 2006 as a business banker with Wells Fargo Bank, transitioning to the wealth management division before joining UBS in 2014. While working full time, I graduated from UC Santa Barbara, majoring in business economics with an accounting emphasis and minoring in sports management. In addition, in 2013 I completed the CERTIFIED FINANCIAL PLANNER professional designation from the CFP board through Northwestern University’s continuing studies program.

          A running enthusiast and active member of the Santa Barbara community since 2005, I currently serve on the board for the Santa Barbara Running Association, and I am very involved with the Montecito Trails Foundation and Santa Barbara Triathlon Club. I also enjoy hiking, cycling and playing golf.

           

                222 East Carrillo Street
                Suite 106
                Santa Barbara, CA 93101
              • Annalisa Rada-McGee Profile Photo

                Annalisa Rada-McGee

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CT
                • DC
                • DE
                • FL
                • HI
                • MA
                • MD
                • MN
                • MO
                • MT
                • NE
                • NV
                • NY
                • OR
                • PA
                • SD
                • WA

                In my role as Senior Wealth Strategy Associate and Relationship Manager, I offer the foresight to look ahead to clients’ upcoming life events, identify potential opportunities and challenges, and plan for them accordingly. I help the team run smoothly day to day by building close relationships with clients, handling operational and administrative issues, onboarding new clients and coordinating client events, among other roles. As a coach and trusted mentor to the team, I offer highly skilled services to handle complex client needs with an ability to prioritize and anticipate requests.

                I bring more than 25 years of experience to the team. I joined UBS Financial Services in 2014 as a senior registered client associate, after previously serving as a senior client associate and branch manager’s assistant. Prior to joining UBS, I earned the Distinguished Service Professional Award at Wells Fargo Advisors in recognition of my accomplishments as a registered associate. I studied business administration at Santa Barbara Business College and communications at Santa Barbara City College, and I maintain the Series 7, 63 and 66 licenses.

                Away from the office, I enjoy gardening, bicycling, volunteering with local charities, and spending time with my family and Charlie, the family dog.

                      222 East Carrillo Street
                      Suite 106
                      Santa Barbara, CA 93101

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                    Life is unpredictable. Could we be better prepared?

                    For some of life's questions you're not alone. Together we can find the answer.

                    With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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