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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Vice President–Wealth Management
Financial Advisor
Here at UBS, Brandon has based his practice off exploring every avenue to uncover and solve problems, and to identify the goals of his clients. He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients. Brandon began his career working at boutique Investment companies in New York City where he transitioned to MetLife as a Financial Advisor.
Brandon has over 3 years of experience and holds a Series 7, 63, 66 and Life Accident and Health Insurance license. He graduated from Hartwick College in 2010 with a Bachelor in Economics. On his free time, Brandon enjoys golf, being active and volunteering with local youth lacrosse programs.
Education
Vice President–Wealth Management
Financial Advisor
Here at UBS, Brandon has based his practice off exploring every avenue to uncover and solve problems, and to identify the goals of his clients. He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients. Brandon began his career working at boutique Investment companies in New York City where he transitioned to MetLife as a Financial Advisor.
Brandon has over 3 years of experience and holds a Series 7, 63, 66 and Life Accident and Health Insurance license. He graduated from Hartwick College in 2010 with a Bachelor in Economics. On his free time, Brandon enjoys golf, being active and volunteering with local youth lacrosse programs.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
