Let's move forward. Together.

Lincoln, NE Branch Office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bryan Adamson

    Bryan Adamson

    Executive Director

    Market Director

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • IL
    • KS
    • MN
    • MO
    • NE
    • NM
    • NV
    • NY
    • TN
    • TX
    • WY

    Bryan leads the state of Nebraska for UBS Wealth Management Americas, where he is responsible for offices in Omaha and Lincoln.  Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including Branch Manager, Complex Director and Market Head. Bryan believes in continuing the Omaha office's legacy of long-tenured management and brings a superior level of stability and continuity to his role.

    During his time leading the Nebraska offices, Bryan has developed a deep knowledge of the firm, as well as local community. He is known and admired for his ability to connect with people, effectively communicate the WMA strategy and vision, partner both internally and externally to deliver results and build relationships based on integrity, honesty and respect. In his current role, he focuses specifically on business planning, coaching, team development, financial planning and comprehensive wealth management.

    A graduate of Northwest Missouri State University, Bryan is from Elkhorn, NE, where he currently resides with his wife and 3 children. Outside the office, Bryan enjoys spending time and traveling with his family and has been involved in many community service and charitable organizations including: Junior Achievement, Habitat for Humanity and the Susan G. Komen Foundation. Bryan and his family are actively involved with the local JDRF chapter, focused on finding a cure for Type I Diabetes. Bryan is a past board member of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).

          13815 FNB Parkway
          Suite 300
          Omaha, NE 68154
        • Jenna Schulz

          Jenna Schulz

          Associate Director

          Admin Manager

          • image
          • image
          • CO
          • DE
          • IA
          • KS
          • MO
          • NE
          • OK

          Jenna joined UBS Financial Services in 2021 as an Administrative Manager for the Lincoln and Omaha areas. She began her career in the financial services industry back in 2018 in a client facing role before moving into leadership.

          She graduated from the University of Nebraska at Lincoln in 2010 with her bachelor’s degree and has since obtained Series 7, 9, 10, 63, and 66 licenses.

          In her free time, Jenna enjoys spending time with her family and her dog. She also enjoys golfing, spending time outdoors, and traveling.

                8415 Maddox Drive
                Suite 101
                Lincoln, NE 68520

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              CIO House View monthly livestream


              UBS and Credit Suisse—stronger than ever

              Advice for business owners

              Advice for business owners


              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.