Knowledge

Powered by experience

Patrick Flood

Managing Director–Wealth Management

Financial Advisor

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

222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101

Email Me

patrick.flood@ubs.com
Patrick Flood
222 East Carrillo Street,Santa Barbara,CA,93101

Noelle Ashley Oh

Authorized Officer

Senior Wealth Strategy Associate

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

Education

  • University of Southern California, Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor
  • Chartered Advisor in Philanthropy®
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101

Email Me

noelle.oh@ubs.com
Noelle Ashley Oh
222 East Carrillo Street,Santa Barbara,CA,93101

Juliana Barba

Client Associate

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. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • ME
  • MO
  • NJ
  • NY
  • OR
  • RI
  • TN
  • TX
  • WA
  • WI
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101

Email Me

juliana.barba@ubs.com
Juliana Barba
222 East Carrillo Street,Santa Barbara,CA,93101