A plan for today, tomorrow and generations to come

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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.

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Years in business as a team


Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Andrew R. Wilson Profile Photo

    Andrew Wilson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • MA
    • MI
    • MN
    • NJ
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    • OH
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    • OR
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    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 Profile Photo

          Brian Joshua Berry, CFP

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • 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 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

                    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.

                    Long-term care planning

                    Long-term care planning

                    Estate planning strategies

                    Estate planning strategies

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                    The power of investing now

                    Modern Retirement Monthly

                    Modern Retirement Monthly

                    Retirement check-in and 2024 preview

                    Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

                    Learn more

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                    A+ (stable) Standard & Poor’s

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

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                    Euromoney Private Banking and Wealth Management Survey, 2015-2022

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