UBS Global Wealth Management has announced that Bryan Davidson has joined the firm as a financial adviser in the UBS Scottsdale, Ariz., office. Davidson brings more than 20 years of experience in the financial services industry, including 17 years directly advising clients and helping them achieve their financial goals through comprehensive wealth management strategies.
Davidson joins UBS from BMO Investment Services in Scottsdale. He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies. His expertise includes tax-aware income planning, business-succession strategies and estate coordination. With a mission to help individuals, families and business owners align today’s decisions with tomorrow’s goals, Davidson is dedicated to building multi-generational legacies.
Joining Davidson as part of his team is client associate Jennifer Smith, who also brings 20 years of industry experience. Together, they will deliver an elevated l
