The way forward

Today, tomorrow and for generations to come

Mountain climbers reaching the summit

Patrick Flood

Managing Director–Wealth Management

Financial Advisor

Patrick has offered his clients the benefit of his expertise and dedication for over 25 years now. A graduate of the University of California, Santa Barbara (UCSB), he holds a degree in Economics and is a passionate supporter of the Gauchos basketball team. Combining his academic background with years of hands-on experience, Patrick specializes in constructing custom portfolios tailored to his clients' individual financial goals, risk tolerance, and investment timelines.

As a devoted family man with three sons, Patrick's passion for helping families achieve a secure financial future is evident in the long-lasting relationships he has built with his clients. He takes pride in guiding them through life's financial milestones with a personalized touch.

Outside the office, Patrick is an accomplished adventure racer, participating in hiking, cycling, and swimming events. A former Iron Man competitor, he believes the discipline and perseverance required for that level of training translate seamlessly to his work. Both pursuits demand clear goals, strategic planning, and adaptability to overcome challenges.

Patrick is committed to giving back to his community and serves on the board of Bishop Diego High School, where he is able to make a positive impact on the lives of young people. He also mentors recent college graduates looking to start careers in finance, sharing his knowledge and experience to help them navigate the complexities of the industry.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • ME
  • MO
  • NJ
  • NY
  • OR
  • RI
  • SD
  • TN
  • TX
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. in Economics, The University of California at Santa Barbara

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Financial planning
Long-term care planning
Retirement planning
Philanthropy
Legacy planning
Custom portfolios
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3418

Email Me

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.

  • Patrick J. Flood  Profile Photo

    Patrick Flood

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • ID
    • IL
    • IN
    • MA
    • ME
    • MO
    • NJ
    • NY
    • OR
    • RI
    • SD
    • TN
    • TX
    • WA
    • WI
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        222 East Carrillo Street
        Suite 106
        Santa Barbara, CA 93101
        patrick.flood@ubs.com
        Patrick Flood
        222 East Carrillo Street,Santa Barbara,CA,93101
      • Noelle Ashley Oh Profile Photo

        Noelle Ashley Oh

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • HI
        • ID
        • IL
        • IN
        • MA
        • ME
        • MO
        • NJ
        • NY
        • OR
        • RI
        • TN
        • TX
        • WA
        • WI

          • University of Southern California, Business Administration
          • CERTIFIED FINANCIAL PLANNER®
          • Certified Exit Planning Advisor
          • Chartered Advisor in Philanthropy®
          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101
          noelle.oh@ubs.com
          Noelle Ashley Oh
          222 East Carrillo Street,Santa Barbara,CA,93101
        • Juliana Barba

          Juliana Barba

          Client Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • FL
          • HI
          • ID
          • IL
          • IN
          • MA
          • ME
          • MO
          • NJ
          • NY
          • OR
          • RI
          • TN
          • TX
          • WA
          • WI

          Juliana holds a degree in Financial Analysis from California State University, Northridge (CSUN) graduate year 2023 and has obtained Series 7 and Series 66 licenses since joining our team. During her undergraduate studies, she gained valuable experience in real estate selling several houses, client interfacing, and market analysis. Having a passion for finance she pursued a career in wealth management shortly after graduation.  Juliana has had a longstanding passion for financial news and markets enhancing her ability to stay informed about market trends and developments. Outside of professional responsibilities, Juliana enjoys exploring the outdoors and spending time with her family, friends, and animals. 

                222 East Carrillo Street
                Suite 106
                Santa Barbara, CA 93101
                juliana.barba@ubs.com
                Juliana Barba
                222 East Carrillo Street,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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              The good news is, you’re succeeding

              Building multicultural wealth, together

              Building multicultural wealth, together

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              A plan to simplify your financial life

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              Women, wealth and well-being

              The challenges women breadwinners face embracing their financial clout

              Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

              We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              #1

              for High Net-Worth clients

              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

              More than 160 years

              offering financial advice

              Global leader

              UBS is a leading and truly global wealth manager