Brad is a Managing Director and the Southeast Division Director for Wealth Management USA. He is responsible for the domestic business within 75 offices across 15 states and the District of Columbia. He manages approximately 1,450 Financial Advisors and 1,000 support staff. Brad is also a member of the Wealth Management USA Management Committee.
With a focus on providing a full range of solutions to address client needs, Brad's vision for the Southeast Division is simple – to be the provider of choice for wealth management advice in our communities.
Brad joined UBS in 2009 as Florida East Coast Complex Director. Most recently, Brad led the Southeast Region. Prior to joining the firm, he was a 16 year veteran of Merrill Lynch where he held numerous roles including Financial Advisor, Complex Sales Manager, District Sales Manager and Complex Director.
Brad received his Bachelor of Science in Finance from the University of Florida in 1989. He also holds the Certified Investment Management Analyst (CIMA) designation.
Brad serves as a member of the board for the Leukemia & Lymphoma Society, as well as for the Planned Giving Council of the Place Of Hope.
Family & Personal Interests
Brad and his wife, Laura, reside in North Palm Beach, Florida and have three children – Will, Ben and Anna. Will attends the University of Florida, Ben is in his junior year of high school, and Anna is in middle school. Brad is an avid outdoorsman and enjoys spending time boating, fishing and attending sporting events.