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
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MN
    • MS
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TX
    • UT
    • WA
    • 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.

          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
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • MA
          • MN
          • MS
          • MT
          • NC
          • NM
          • NV
          • NY
          • OR
          • PA
          • SC
          • TX
          • UT
          • 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.

                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
                • CA
                • FL
                • GA
                • TX

                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 daughters.

                 

                    • 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
                    • AZ
                    • CA
                    • CO
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • IN
                    • MA
                    • MD
                    • MI
                    • MN
                    • MS
                    • MT
                    • NC
                    • NH
                    • NM
                    • NV
                    • NY
                    • OR
                    • PA
                    • SC
                    • TX
                    • UT
                    • VA
                    • WA
                    • WY

                    CERTIFIED FINANCIAL PLANNER™

                    As a Financial Advisor at UBS, Ben Kingsley, CFP® delivers wealth management services to business owners, individuals and families. He focuses on analyzing and aligning the entirety of a client’s balance sheet to make sure all facets of their financial lives are working in sync to accomplish their goals. He works closely with families to create investment solutions that are best suited to meet their long term goals through holistic financial planning. A huge part of that comes in the form of educating clients, so that they can gain a greater understanding and can feel more at ease around the topic of money.

                    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.

                          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

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights