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Ethan G

Series 66

Salt Lake City, UT

UBS Financial Services

Ethan Gail is a financial advisor with UBS Financial Services in Salt Lake City, UT. He holds a Series 66 designation and has been with UBS since 2026. His prior work experience includes roles in the food service industry and entrepreneurial ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Annmarie B

Series 63, Series 65, Series 66

Salt Lake City, UT

UBS Financial Services

Annmarie Becci is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and various capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen N

Series 66

Salt Lake City, UT

UBS Financial Services

Stephen Ninow is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual Investment Services, and Durham Jones and Pinegar. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, offering a comprehensive platform that includes custody, underwriting, and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeffrey H

Series 63, Series 65

Salt Lake City, UT

UBS Financial Services

Jeffrey Hunter Sr. is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, he serves as an advisor to the Auticon Training Institute, a nonprofit focused on increasing employment opportunities for individuals on the autism spectrum. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market models to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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M Scott H

Series 63, Series 65

Salt Lake City, UT

UBS Financial Services

M Scott Harries is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Harries operates a music production company called 241 Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jason B

Series 66

Salt Lake City, UT

UBS Financial Services

Jason Berryman is a Series 66 licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2021. He has two years of industry experience and previously held roles at Dominion Diagnostics and the University of Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Aaron M

Series 66

Salt Lake City, UT

UBS Financial Services

Aaron Miller is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in Salt Lake City, UT since 2023. Prior to joining UBS, he worked at Wells Fargo Clearing Services LLC for five years. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients through fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael P

Series 66

Salt Lake City, UT

UBS Financial Services

Michael Peirce is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he is the proprietor of Eednar LLC, a private business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Allen M

Series 66

Salt Lake City, UT

UBS Financial Services

Allen Mcneal is a Series 66-licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2008. He has 17 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Blen G

Series 66

Salt Lake City, UT

UBS Financial Services

Blen Gebrehiwot is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he spent four years at St. Lawrence University and three years teaching at West Potomac and Mount Vernon High Schools. Outside of his financial career, he occasionally sells personal items on online platforms such as Poshmark, Mercari, and eBay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Harrison H

Series 63, Series 65

Salt Lake City, UT

UBS Financial Services

Harrison Hunter is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo, Fidelity Brokerage Services, Morgan Stanley, and Solomon Page. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alexander B

Series 65

Salt Lake City, UT

UBS Financial Services

Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alexandria P

Series 66

Salt Lake City, UT

UBS Financial Services

Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael M

Series 63, Series 65

Salt Lake City, UT

UBS Financial Services

Michael Meyer is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS Financial Services since 2009. Meyer serves on the Board of Directors for the Intermountain Foundation McKay Dee Hospital, where he contributes to fundraising strategies supporting community health initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brian B

Series 63, Series 65

Salt Lake City, UT

UBS Financial Services

Brian Ballard is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a Trust Protector for a beneficiary trust overseeing IRA asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Cassidy K

Series 66

Salt Lake City, UT

UBS Financial Services

Cassidy Kendzior is a Series 66 registered financial advisor with UBS Financial Services in Salt Lake City, UT, and has four years of industry experience. Prior to joining UBS in 2021, Cassidy worked at Overstock.com for three years and at the Columbus Community Center for two years. Outside of advising, Cassidy is involved in event entertainment as an employee running entertainment tables for Empire Casino Parties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Maycie D

Series 66

Salt Lake City, UT

UBS Financial Services

Maycie Dalley is a financial advisor at UBS Financial Services with four years of experience in the industry. She holds the Series 66 designation and has worked at UBS since 2022. Prior to her current role, her background includes positions in diverse sectors such as fitness, medical services, and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Teresa D

Series 66

Salt Lake City, UT

UBS Financial Services

Teresa Dahl is a financial advisor with UBS Financial Services in Salt Lake City, Utah, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she is involved in real estate through ownership and consultation activities with Tasuil LLC and Triple T Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to customize investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Heather C

Series 63, Series 66

Salt Lake City, UT

UBS Financial Services

Heather Crist is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining UBS in 2018. Crist also serves as an advisor to the Congressional Medal of Honor Foundation, providing guidance on events and activities related to Medal of Honor recipients. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Danielle B

Series 63, Series 66

Salt Lake City, UT

UBS Financial Services

Danielle Bellon is a financial advisor at UBS Financial Services in Salt Lake City, UT, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Susan H

Series 63, Series 65, Series 66

Salt Lake City, UT

UBS Financial Services

Susan Hanney is a financial advisor with UBS Financial Services in Salt Lake City, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has previously worked at Salomon Smith Barney Inc. for 25 years and has held various roles outside finance, including positions in education and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brandon P

Series 66

Salt Lake City, UT

UBS Financial Services

Brandon Pearson is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. He has been with UBS since 2012. Outside of his advisory role, he serves as the head coach for the girls golf team at Woods Cross High School in Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Adam W

Series 66, Series 63

Salt Lake City, UT

UBS Financial Services

Adam Wilcox is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining UBS, he worked at Fidelity Investments and D.A. Davidson and has a background that includes multiple roles at the University of Michigan and experience with several companies such as Amazon and Postmates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and operates in multiple capacities including brokerage, investment advisory, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Curtis N

Series 66, Series 63

Salt Lake City, UT

UBS Financial Services

Curtis Newton is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2025, he spent 13 years working at Montage International Montage Deer Valley Pendry Park City. He holds Series 66 and Series 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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