Financial planning and beyond

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Wealth transfer across generations

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Maximize your potential wealth

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Retirement planning

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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Robert S. Brody

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

Education

  • B.S., Boston University School of Management

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor

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

Financial planning
Custom portfolios
Asset allocation
Estate planning strategies
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1050

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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.

  • Robert Brody

    Robert Brody

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

      • Boston University, BA: 1983 - 1987
        8 Wright Street
        3rd Floor
        Westport, CT 06880
        robert.brody@ubs.com
        Robert Brody
        8 Wright Street,Westport,CT,06880
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        Laurie Perry

        Client Associate

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        • CA
        • CT
        • FL
        • MA
        • NJ
        • NY
        • VA
        • VI

              8 Wright Street
              3rd Floor
              Westport, CT 06880
              laurie.perry@ubs.com
              Laurie Perry
              8 Wright Street,Westport,CT,06880
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              Caroline Feeley

              Intern

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                      8 Wright Street
                      3rd Floor
                      Westport, CT 06880
                      caroline.feeley@ubs.com
                      Caroline Feeley
                      8 Wright Street,Westport,CT,06880
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                    When incredible financial opportunities come your way

                    Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

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