Bryan Davis Email & Phone Number

Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations. I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm. Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US. Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it. I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Social Media, Public Speaking, Event Planning, Customer Service, and 2 others.

• 

  University Of Wisconsin-Madison