At Waterfront Wealth Management Group, we recognize that our relationship is an alliance, built on thoughtful advice and collaboration. As your partners and trusted financial advocates, we are here to help you make the best possible decisions today and for the future. To that end, our planning-based approach guides us in our process and recommendations for addressing the financial challenges you face.
Robert "Bob" Brower, CFP® CIMA®
Bob began his career with a predecessor firm of UBS Financial Services Inc. and has remained in the same office serving the varied needs of both his domestic and international clientele for over 30 years. He graduated from the University of Alberta, Canada where he received his B.A. with a major in Economics in 1979. In addition to securities, commodities and insurance licenses, Bob holds seven industry designations including the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst SM® and the Chartered Financial Consultant®. He has earned the UBS Financial Services Inc. designations of Wealth Manager and Portfolio Manager and is a certified associate of UBS International, authorizing him to do business with many non U.S. clients.
Bob is a family man and has been married to his wife Cony for over 30 years, and share a daughter named Catherine. In his spare time he enjoys ski racing, bicycling and wave riding. He is active in the San Diego community and has served as the long time Treasurer of the San Diego Alpine League.
AZ, CA, CO, FL, IL, MA, MD, MI, MN, MS, MT, NV, NY, OH, OR, SD, TN, TX, VA, WA
Dustin Tracy, CFP®
Dustin is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive training in portfolio management, retirement planning, estate planning, and insurance. He began his career at UBS in 2006 and joined the Waterfront Wealth Management team shortly thereafter. Dustin graduated from San Diego State University with a Bachelors degree in Economics, where he also received his Certificate in Personal Financial Planning. A long time resident of San Diego, he resides in Lakeside with his wife Debbie and young daughters Gracie and Aly. In his free time, he enjoys spending time with his family, traveling, skiing, and is a true sports enthusiast.
AZ, CA, FL, MD, MI, MN, MS, NJ, NV, OR, SD, TN, VA
Karen A. Corey
Registered Client Service Associate
Karen is a Registered Client Service Associate at UBS, where she has spent her entire career since being hired in 1982. She holds a Series 7, Series 63 and Series 65 licenses. She has worked with Robert Brower since 2000 and Waterfront Wealth Management since its creation. Karen enjoys the relationships she has built with clients over the years, developing personal friendships with many of them. She strives to provide superior service to each client, ensuring that their requests and needs are handled effectively and quickly.
Ivy is a Senior Registered Client Service Associate and a leader to her peers in the Downtown San Diego branch. She began her career in the financial services industry in 2009 and works closely with her team to provide exceptional client service and support. A graduate from the University of California-San Diego with a B.A. in International Studies-Economics and a Minor in Spanish Literature, Ivy currently holds her Series 7 and Series 66 licenses. With over 10 years of experience in the industry, Ivy specializes in overseeing client accounts and streamlining business operations.
Ivy speaks fluent Portuguese and conversational Spanish. She enjoys opportunities to travel and be outdoors with her husband, Oliver. She also spends her time teaching as a Certified Yoga Instructor, as well as training for triathlons.