Bringing experience and passion to each relationship
Brian founded The Bennett Hurwitz Group because of his passion for helping clients with the advice and insights they need to reach their goals in life. With more than two decades of financial services experience—working primarily with business owners, real estate entrepreneurs, professionals and affluent families—Brian offers a comprehensive planning-based approach.
With a dedication to each client's specific situation, Brian provides highly personalized goals-oriented solutions focused on his clients' entire financial picture. He is a skilled and decisive problem-solver with extensive knowledge of the financial markets. By taking full advantage of the innovative tools that are available to clients on our platform, Brian helps drive investment opportunities with the goal of mitigating risk without limiting growth potential. He has structured his practice to provide a comprehensive suite of services so his clients can rest assured that all their wealth management needs will be met by his team.
A recognized leader in wealth management
Prior to joining UBS in 2012, Brian honed his rigorous, disciplined wealth management approach as a Financial Advisor at Morgan Stanley. Today, he is recognized as a leader in the industry:
- Named to the "Forbes America's Top 250 Wealth Advisors" list
- Named a "Best-in-state Wealth Advisor" by Forbes
- Recognized as a “Top 1,200 Advisor” by Barron’s
- Named to On Wall Street’s “Top 40 Advisors Under 40” list
- As a UBS Pinnacle Council member, Brian is recognized as one of the firm’s most accomplished advisors
- B.A. in economics from Binghamton University
- Earned the Series 7, 31 and 66 securities licenses, as well as the life, accident and health insurance licenses.
Giving back with purpose
With a focus on community and philanthropy, Brian supports St. Jude Children’s Research Hospital, Memorial Sloan Kettering Cancer Center and Susan G. Komen Foundation. Brian also serves as an active participant in the UBS Community Affairs & Corporate Responsibility Program and enjoys spending time with his family.
Registered States:
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA