Brett joined UBS in 2016 after working at Merrill Lynch and Wachovia. He began his career over 20years ago in New York City concentrating on Investment Banking and International Institutional Sales.
His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.
Brett’s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services.
Brett is a qualified Portfolio Manager who can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers’ strategies, funds or portfolios.
Growing up in Ocean City, NJ, Brett has a passion for the beach which has him committed to several charities and community organizations. Brett is an avid golfer and skier and currently resides in Haddonfield, NJ with his wife and three children.
Registered States:
CA, CO, DE, FL, IL, KS, KY, MA, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA