Brian Bennett

Brian Bennett

Formal First Name
1976 - present

Brian Bennett has over two decades of financial services experience. As a Managing Director at UBS Financial Services, his team offers a comprehensive planning-based approach for their clients. Brian’s extensive knowledge on the financial markets helps him provide highly-personalized, goals-oriented solutions that fit his clients’ entire financial picture. He is also a recognized leader in wealth management, with various accolades from distinguished publications such as Forbes, Barron’s, and Financial Times. Brian Bennett is also highly active in his community and philanthropic activities.

Professional Experience

Academic History

  • Forbes America's Top 250 Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Barron's Top 1,200 Advisors, 2018-2020
  • Wall Street's Top 40 Advisors Under 40, 2013-2014
  • Series 7, 31, and 66 securities licenses

Board Member/Participant

  • UBS Community Affairs and Corporate Responsibility
  • St. Jude Children's Research Hospital
  • Memorial Sloan Kettering Cancer Center
  • Susan G. Komen Foundation