Brian joined UBS in April 2010, following 8 years at Morgan Stanley. In 2005, he partnered with his father, Ken, to form The Drake Wealth Management Group. Brian graduated from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics. He holds his Series 7, 31, and 66 securities licenses, as well as his life and health insurance designations. Brian currently resides in Basking Ridge, NJ with his wife, Kristen, and their children, Landon and Skylar. In their free time they enjoy traveling and spending time outdoors with their dog, Baxter.
Registered States:
CA, CO, CT, FL, GA, MA, MD, MO, NC, NJ, NY, PA, TN, UT, VA