Experience Makes all the difference

Here at UBS, Brandon has based his practice off exploring every avenue to uncover and solve problems, and to identify the goals of his clients. He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients.  Brandon began his career working at boutique Investment companies in New York City where he transitioned to MetLife as a Financial Advisor.

Brandon has over 3 years of experience and holds a Series 7, 63, 66 and Life Accident and Health Insurance license. He graduated from Hartwick College in 2010 with a Bachelor in Economics. On his free time, Brandon enjoys golf, being active and volunteering with local youth lacrosse programs.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

April 2014 - Present

Registered States:

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA