As the home office of the Great Plains Market, we are uniquely qualified to help our Advisors create customized wealth management solutions for clients. Our local, continuous management team allows for stability and long-term decision making in partnership with our Financial Advisors and staff–united by a commitment and a passion to provide our clients advice that is truly relevant. Located at One Valmont Plaza within the First National Business Park, the Great Plains Market is comprised of nine branches (Omaha, Lincoln, Tulsa, West Des Moines, Sioux Falls, Fargo, Oklahoma City, Davenport, Rapid City) in five states.
Bryan leads the Great Plains Market for UBS Wealth Management Americas, where he is responsible for a 5 state territory with 9 offices. He oversees approximately 115 Financial Advisors who are entrusted with roughly $13 billion in client assets. Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including sales manager, producing manager and assistant complex director. Bryan believes in continuing the Omaha office's legacy of long-tenured management and brings a superior level of stability and continuity to his role.
During his time in the Omaha office, Bryan has developed a deep knowledge of the firm, as well as local community. He is known and admired for his ability to connect with people, effectively communicate the WMA strategy and vision, partner both internally and externally to deliver results and build relationships based on integrity, honesty and respect. In his current role, he focuses specifically on business planning, coaching, team development, financial planning and comprehensive wealth management.
A graduate of Northwest Missouri State University, Bryan is from Elkhorn, NE, and currently resides there with his wife and their children. Outside the office, Bryan enjoys spending time and traveling with his family and has been involved in many community service and charitable organizations including: Junior Achievement, Habitat for Humanity and the Susan G. Komen Foundation. Bryan and his family are actively involved with the local JDRF chapter, focused on finding a cure for Type I Diabetes. Bryan currently sits on the Board of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).
AZ, FL, IA, KS, MA, NE, NV
Jim has 17 plus years of experience in the financial services industry in various roles covering compliance, HR, operations, and trading including the last 5 years at UBS Financial Services. He is currently the Assistant Market Head for the Great Plains Market. Jim received a Bachelor of Science Degree in Business Administration and holds FINRA license's 7, 66, 9, and 10. He resides in Omaha, NE with his wife and their children.
IL, KS, MO, NE, OK, TX
IA, IL, KS, MO, ND, NE, SD