Senior Vice President, UBS
For nearly 20 years, Private Wealth Advisor Bryan Stephens has been providing affluent families, executives and entrepreneurs with wealth management insight and problem solving—from financial, estate and business transition planning to disciplined portfolio structuring, alternative investment strategies and philanthropic planning.
“ For me, there’s nothing more rewarding than knowing our clients appreciate the solutions we provide them and seeing that we have made a material impact in their lives.”
Bryan has an extensive career in financial services, having held positions at Merrill Lynch and Morgan Stanley, before joining UBS. Today, Bryan leads his practice within the exclusive Private Wealth Management division of UBS, a select group of accredited Private Wealth Advisors trained and qualified to work with the firm’s most sophisticated clients. Taking a family office-type approach for a select group of 50 clients enables him and his team to deliver the full depth and breadth of UBS, as well as a level of service and attention that clients of significant means deserve.