Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Patrick J. Flood

Managing Director - Wealth Management
Visit my personal page
805-730-3418

email



With 25 years in the business, Patrick's experience in finance began at the University of California, Santa Barbara where he earned his B.A. in Economics.  After graduation, he decided to stay in the area and began his career at Dean Whitter in Santa Barbara.

Before beginning his partnership with UBS in 2014, Patrick spent time at Morgan Stanley, Smith Barney and Wells Fargo Advisors. Through these experiences, Patrick has honed his focus and skills on custom portfolio construction and helping clients reach their goals through comprehensive financial planning and holistic wealth management, all of which he delivers here at Gibraltar Wealth Management at UBS.

An avid cyclist, runner, and swimmer, when Patrick is not outdoors, he can be found spending time with his wife, Meghan, and their three sons - Ryan, Sean, and Liam.


Registered States:
AZ, CA, CO, DC, FL, IL, MA, NY, TX, WA


Noelle Ashley Oh

Authorized Officer
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
805-730-3483

email



After graduating from the University of Southern California with a B.A. in Business Administration, Noelle moved up the coast to Santa Barbara, entering the financial world at Wells Fargo Advisors. After working there with Patrick for several years, Noelle decided to join him at UBS in 2014.

As a CFP certificant, Noelle provides valuable insights helping clients with financial goal analyses and creating and maintaining comprehensive financial plans.

Outside of work Noelle can most likely be found walking her trusty four-legged friend, Violet, or baking up some sugary confection in the kitchen.


Registered States:
AZ, CA, CO, DC, FL, HI, IL, MA, ME, MO, NY, OR, TX, WA, WI


Derin Wenger

Client Service Associate
805-730-3422

email   Connect with me on LinkedIn



Derin graduated from the University of California Santa Barbara in 2018 with a degree in Economics. She has worked at UBS since 2018, and joined Gibraltar Wealth Management at the beginning of 2021.

Derin hold her Series 7 and 66 licenses.

Outside of the office, she enjoys practicing yoga and going to the beach.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, HI, MD, MI, MO, NC, NV, NY, OR, TX, UT, VA, WA, WY