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Brian Gray

Advisor at UBS Financial Services

Updated today

Location

New Florence, PA

Credentials

Series 66

Industry experience

25 years

About

Brian Gray is a financial advisor with UBS Financial Services in New Florence, PA, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the Board of Directors for the Boys and Girls Club of Tampa Bay, a nonprofit organization focused on providing skills and services to underprivileged children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

New Florence, PA

Most active in

Florida · Georgia · Pennsylvania · Texas

Work history

UBS Financial Services

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 65

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Laura Manion is a CFP® professional and principal of Manion Financial Solutions LLC, with six years of experience as a self-employed tutor and two years in financial advisory. Prior to founding her firm in 2024, she worked at Live Oak School for seven years. Outside of her advisory role, she tutors K-12 students. Manion Financial Solutions LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning services. The firm emphasizes client education, workshops, and coordination with third-party professionals while not providing discretionary investment management or accepting custody of client funds.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Series 65

Johnstown, PA

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Wealth management
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Nick A

Series 65

Ligonier, PA

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General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

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Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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