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Brian K. Gray

Advisor at UBS Financial Services — New Florence, PA

Updated today

Credentials

Series 66

Experience

26 years

Location

New Florence, PA

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,303

Across 992 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

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

See office

New Florence, PA

New Florence PA

Advisors at this office

1

Most active in

Florida · Georgia · Pennsylvania · Texas

Work history

26 years of industry experience

UBS Financial Services

2014 - Present • 12 years

Atlanta, GA

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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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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David B

Series 65

Johnstown, PA

Blue Horizon Wealth Management, LLC

David Bonski is a financial advisor with Blue Horizon Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and clients maintain implementation control without discretionary trading authority.

Wealth management
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Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

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

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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

PFS™, Series 63

Johnstown, PA

Atlas Private Wealth Advisors

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

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