Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Kenneth Abady Profile Photo

    Kenneth Abady

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IN
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    • NC
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    • NY
    • OK
    • OR
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    • WI

    Ken oversees the financial planning process for our clients in order to develop strategies towards the attainment of their goals.  His focus is on creating cash-flow models, managing client allocations, and providing appropriate lending solutions. He graduated from San Diego State with a B.S. in Business Administration. Active in the community, Ken participates in the San Diego Yacht Club Military Appreciation program, and also assists in organizing Operation Holiday Helping Hand, an annual event providing much needed monetary and moral support for families of deployed and wounded military personnel. CA Insurance Lic. #0709075

          12220 El Camino Real
          Suite 400
          San Diego, CA 92130
        • Bradford Benter Profile Photo

          Bradford Benter

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • CA
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          • DE
          • FL
          • GA
          • HI
          • ID
          • IN
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          • NC
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          • NV
          • NY
          • OK
          • OR
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          • VA
          • WA
          • WI

          Brad focuses on wealth transition management including retirement income planning, charitable giving, and income replacement strategies. Brad attended San Diego State University. Brad is very active in his community, supporting many charitable programs that are important to him and his family. He is currently a board member of The Fishman Fund Advisory Board for the Sanford Burnham Prebys Medical Discovery Institute. Brad and his wife, Gigi, have two sons, Alec and Tristen. He enjoys surfing and many other water sports. CA Insurance Lic. #0B18749

                Philanthropy
                Business succession
                Women investors
                Business owners
                12220 El Camino Real
                Suite 400
                San Diego, CA 92130
              • Laura Jacobs Profile Photo

                Laura Jacobs, CFP

                Wealth Management Associate

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                • AL
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                Laura is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice. Laura graduated from San Diego State University with a Bachelor of Arts degree in economics and a minor in political science. Laura maintains the Certified Financial Planner™ (CFP®) certification and has also earned a certificate from SDSU's Executive Financial Planner Program, which involved a six course program at the graduate level in the core areas of financial planning. Laura holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. She enjoys spending time with family, especially her husband, John, and their three children. CA Insurance Lic. #0H71809

                 

                    • CERTIFIED FINANCIAL PLANNER™
                    12220 El Camino Real
                    Suite 400
                    San Diego, CA 92130
                  • Ben Kingsley Profile Picture

                    Ben Kingsley

                    Financial Advisor

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                    • AL
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                    • CA
                    • CO
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IN
                    • MA
                    • MI
                    • MN
                    • MT
                    • NC
                    • NM
                    • NV
                    • NY
                    • OK
                    • OR
                    • PA
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA

                    CERTIFIED FINANCIAL PLANNER™, CERTIFIED EXIT PLANNING ADVISOR™

                    Ben Kingsley, CFP®, CEPA® is a Financial Advisor at UBS, where he provides wealth management services to business owners, individuals, and families. He takes a holistic approach to financial planning, examining all aspects of a client's financial life and creating personalized investment solutions to help them achieve their long-term goals. Ben is dedicated to educating his clients and helping them feel more confident and comfortable when it comes to managing their money. With his expertise and personalized approach, Ben is well-equipped to guide his clients towards a brighter financial future.

                    Prior to joining UBS, Ben worked at a Registered Investment Advisor firm where he provided his clients with personalized advice to help meet their long-term goals related to financial planning, tax, estate, and investment management. In recognition of this work, he was twice named Employee of the Year.

                    Ben graduated from Westmont College with a BA in Economics and Business with a focus in Personal Finance. He holds the Financial Industry Regulatory Authority (FINRA) Series 65, 66, and 7 licenses and the CERTIFIED FINANCIAL PLANNER™ designation. In his spare time Ben enjoys backpacking, helping in the community, going to Padres games, and spending time with friends and family. He is a volunteer at his local church and the Monarch School in Downtown San Diego. CA Insurance Lic.#4212808

                        • Certified Exit Planning Advisor
                        • CERTIFIED FINANCIAL PLANNER™
                        12220 El Camino Real
                        Suite 400
                        San Diego, CA 92130
                      Business transition and succession planning

                      Business transition and succession planning

                      Sustainable investing

                      Helping women take charge

                      Helping women take charge

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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