Lasting relationships. For all that matters

Omaha UBS Branch

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

UBS 1 Valmont Plaza

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

    Branch Manager

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • ID
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NM
    • NV
    • NY
    • OH
    • SC
    • SD
    • TN
    • TX
    • WA

    Bryan leads the Great Plains Market for UBS Wealth Management Americas, where he is responsible for a 5 state territory with 9 offices. He oversees approximately 115 Financial Advisors who are entrusted with roughly $13 billion in client assets. Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including sales manager, producing manager and assistant complex director. 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 in the Omaha office, 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, and currently resides there with his wife and their 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 currently sits on the Board of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).

      • Northwest Missouri State University
        1 Valmont Plaza
        Suite 300
        Omaha, NE 68154
      • JS

        Jenna Schulz

        Associate Director

        Admin Manager

        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

              1 Valmont Plaza
              Suite 300
              Omaha, NE 68154
            • image

              Dianna Loptin

              Branch Office Administrator

              • image
              • image
              • image
              • NE

                    1 Valmont Plaza
                    Suite 300
                    Omaha, NE 68154
                  • Richard Paradise

                    Richard Paradise

                    Director

                    Supervisory Officer

                    • image
                    • image
                    • image
                    • IA
                    • IL
                    • KS
                    • MO
                    • ND
                    • NE
                    • SD

                          4622 Pennsylvania Ave
                          8th Floor
                          Kansas City, MO 64112

                        What did the Fed say?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights