Insight-based advice

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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M. Patrick Brown

First Vice President–Wealth Management

Pat joined UBS in 2004 and has an extensive history providing financial advice to individuals and institutions.  As a Financial Advisor, he focuses on developing financial plans, portfolio construction and strategy implementation on behalf of his clients.  Pat holds Series 7 and 66 securities licenses as well as life, disability and annuity insurance licenses.  He is a graduate of Babson College with a degree in business and lives in Hamilton, MA, with his wife, Melissa, and their three children.  In his free time, Pat enjoys skiing, camping, and coaching football and lacrosse.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • TX
  • VA
  • VT

Education

  • Business, Babson College

Credentials

  • Portfolio Manager
8 Essex Center Drive
2nd Floor
Peabody, MA 01960
  • (617) 261-2544

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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