A plan for today, tomorrow and generations to come

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Start the planning conversation

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 Wilson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- FL
- HI
- ID
- MA
- MI
- MN
- NC
- NV
- OK
- OR
- PA
- TX
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.

CA Insurance License 0B01105
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
Brian Joshua Berry, CFP

Account Vice President

Financial Advisor
View bio
- 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.

CA Insurance License 0H92277
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
Annalisa Rada-McGee

Senior Wealth Strategy Associate
View bio
- 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

Andrew Wilson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- FL
- HI
- ID
- MA
- MI
- MN
- NC
- NV
- OK
- OR
- PA
- TX
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.

CA Insurance License 0B01105
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
Brian Joshua Berry, CFP

Account Vice President

Financial Advisor
View bio
- 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.

CA Insurance License 0H92277
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
Annalisa Rada-McGee

Senior Wealth Strategy Associate
View bio
- 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

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

A way forward

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Modern Retirement Monthly

3 strategies to improve your after-tax wealth potential

Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

Learn more

Backed by the strength of UBS

A global leader in wealth management

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

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A plan for today, tomorrow and generations to come

Pursuing your goals together

Andrew Wilson

Brian Joshua Berry, CFP

Annalisa Rada-McGee