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.

binoculars

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
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • TX
  • VA
  • VT
  • WY

Education

  • Business, Babson College

Credentials

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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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