Brad began his career as a financial advisor in 1989 with Merrill Lynch. He has since joined UBS after 22 years at Merrill. Brad is a series 7 registered representative and holds the Certified Retirement Planning Consultant (CRPC) designation. He realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so he helps clients emotionally handle the responsibility of managing a portfolio. In today's market, through an expanded investment spectrum, Brad offers diversification whether clients are in the Distribution or Accumulation phase of their lives.

Registered States:
CA, CO, CT, DC, FL, IL, IN, KY, LA, MA, MI, MO, NY, OH, TX, WA, WI

Bradford joined UBS in March of 2012, after having been at Merrill Lynch for 13 years. He is passionate about financial advising, blending his love for investing with the challenges of mortgage and asset based lending. Bradford is a series 7 registered representative and has earned the Certified Retirement Planning Consultant (CRPC) designation. He believes in diversifying client assets across the full spectrum of managed investments available -- mutual funds, ETFs, personal money managers, private equity and hedge funds -- to construct the most appropriate financial plan for his clients.

Registered States:
AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, MI, MN, MO, MT, NV, NY, OH, SD, TX, VA, WA

Rosie has a wealth of experience in the financial services industry, holding various roles over the last 25 years. Her experience includes work at banks, insurance companies, and brokerage firms. Rosie specializes in account services, income distribution, and reporting.