Brad is the Division Director of the Southeast Division of UBS Wealth Management Americas where he oversees the domestic business within 75 offices across 15 states and the District of Columbia. He oversees approximately 1,450 Financial Advisors and 1,000 support staff who manage a combined total of over $150 billion in client assets. 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 the communities in which we serve.
Brad joined UBS in 2009 as Complex Director of the Florida East Coast Complex. 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. An alumnus of the University of Florida, he also serves as an active member of the local alumni association chapter, Palm Beach Gator Club.
Family & Personal Interests
Brad and his wife, Laura, reside in North Palm Beach, FL with their two sons, Will & Ben, and daughter, Anna. Brad enjoys running and has successfully completed 5 marathons and 4 half-marathons. He is also an avid outdoorsman and enjoys spending time boating and fishing.