Our team has the resources and experience to fully understand the markets and build highly customized, comprehensive solutions. Our consultative process helps clients clarify their current financial situation, identify challenges and create a comprehensive plan.
Earl has been a Financial Advisor since 1985, all of it with UBS and predecessor firm, PaineWebber. Recognized as a 5-Star Wealth Manager for three years, Earl brings an exceptional level of talent and experience to the business. He has been a member of the UBS Chairman’s Club for four years. Additionally, Earl was named a 2019 and 2020 Forbes Best-In-State Wealth Advisor. Focused on providing comprehensive and personalized wealth management strategies, he has built long-term relationships and developed name-recognition within the community and a reputation for professionalism, credibility and dependability. Earl is a graduate of the University of San Diego and was a member of UCSD Planned Giving. He has two grown children and lives locally with his wife of 38 years.
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI
Bryan joined his father at UBS in 2008. He has first-hand knowledge of the many resources UBS offers its clients. He worked in the firm’s national sales department in Weehawken, NJ, as well as with the San Diego complex director and as a financial planning resource for wealth management teams in Southern California. With his considerable knowledge of financial planning, Bryan helps clients pursue their personal and financial goals by working together to develop customized strategies. Bryan completed the UBS Wealth Advisor Program and holds Series 7 and 66 securities licenses, as well as insurance, long-term care and annuity licenses. He earned his B.B.A. degree in finance and marketing from the University of Washington, Seattle. Bryan was named to the 2018 and 2019 Forbes list of Top Next Generation Advisors. He was also honored with the UBS Top 35 Under 35 Financial Advisors in 2019 and 2020. Outside of the office, Bryan enjoys traveling and sports.
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NJ, NV, NY, OH, OR, PA, SD, TN, TX, VA, WA, WI
Rachel is our team manager and client service facilitator. She is a Sr. Registered Client Service Associate with over 17 years of experience working in the securities industry, as well as an alumna of the College of Charleston School of Business. Rachel previously served as the primary assistant to our team from 2005 to 2008, and has returned to the Thompson Group at UBS and to San Diego in 2016.
Sydney Elizabeth Belcher
Sydney, the newest member of The Thompson Wealth Management Group, joined the team in 2017 after previously working in the UBS Santa Barbara branch. Sydney graduated from the University of California Santa Barbara with a degree in Economics and Mathematics. She holds Series 7 and 66 securities licenses as well as insurance, long-term care and annuity licenses. In 2019 she became a Chartered Retirement Planning Counselor™ and passed CFA® Exam Level I. In her free time, she enjoys traveling and exploring her new city of San Diego.