BRYAN CHARLES

Bryan specializes in advising ultra-high-net-worth individuals and families, providing expert guidance in structuring and optimizing their entire balance sheet. As a trusted advisor, he works closely with entrepreneurs, executives and multigenerational families to navigate the complexities of investment management, estate planning, tax efficiency and risk mitigation. By taking a holistic approach and integrating sophisticated financial strategies, Bryan helps clients preserve and grow their wealth while ensuring their long-term objectives remain the foundation of every financial decision.

With more than 17 years of experience in wealth management, Bryan has dedicated his entire career to serving ultra-high-net-worth individuals and families. He earned a B.B.A. in finance and economics from Texas State University, where he was an active member of the Financial Management Association Honor Society. Before joining UBS in 2010, he managed portfolios and advised clients at Merrill Lynch and Morgan Stanley. As a Certified Exit Planning Advisor (CEPA®), Bryan helps business owners develop tailored strategies to prepare for liquidity events and navigate the complexities of the exit planning process. He ensures that their post-exit wealth strategy is thoughtfully structured to align with their evolving financial reality, long-term goals and legacy planning needs.

Bryan lives in Houston with his wife, Brieanna, and their daughter, Bella. Outside of work, he enjoys traveling, hunting, fishing, staying active and playing Texas Hold’em.

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Bryan specializes in advising ultra-high-net-worth individuals and families, providing expert guidance in structuring and optimizing their entire balance sheet. As a trusted advisor, he works closely with entrepreneurs, executives and multigenerational families to navigate the complexities of investment management, estate planning, tax efficiency and risk mitigation. By taking a holistic approach and integrating sophisticated financial strategies, Bryan helps clients preserve and grow their wealth while ensuring their long-term objectives remain the foundation of every financial decision.

With more than 17 years of experience in wealth management, Bryan has dedicated his entire career to serving ultra-high-net-worth individuals and families. He earned a B.B.A. in finance and economics from Texas State University, where he was an active member of the Financial Management Association Honor Society. Before joining UBS in 2010, he managed portfolios and advised clients at Merrill Lynch and Morgan Stanley. As a Certified Exit Planning Advisor (CEPA®), Bryan helps business owners develop tailored strategies to prepare for liquidity events and navigate the complexities of the exit planning process. He ensures that their post-exit wealth strategy is thoughtfully structured to align with their evolving financial reality, long-term goals and legacy planning needs.

Bryan lives in Houston with his wife, Brieanna, and their daughter, Bella. Outside of work, he enjoys traveling, hunting, fishing, staying active and playing Texas Hold’em.

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