Experience

Brian is a Market Director for the Florida Market. Brian has been in the financial industry for 22 years, 19 of those with Merrill Lynch. He graduated in 1996 from Stony Brook University in NY and started his Merrill Lynch journey in 1998 where he held various roles at Merrill Lynch, Merrill Edge, and Bank of America.

First, Brian worked as a CA/IA for a producing Branch Manager out of the Riverhead, NY branch for 7 years. He then transferred down to Florida for an opportunity to work with a large Financial Advisor team as an Investment Associate. Brian then transferred to Charlotte NC and continued his financial solutions advisor role. After 3 years of running a successful practice, he was given an opportunity to go into the management side of the business and lead the SE division and BFA program where he worked closely with financial advisors developing strategies around the new program of having more junior advisors sit in a Bank of America branch while developing Merrill Lynch relationships. He interacted with Sr. Management and developed a program that would help clients while also helping Merrill Lynch advisors grow their teams. For the past 5 years, he was FADP Performance Manager/ADP Market Leader for the North Florida Market and most recently the Atlanta Buckhead Market. 

Brian currently lives in Ponte Vedra, Florida with his wife Kim and two daughters, Reilly and Madison. He enjoys playing pickleball, golf, traveling, and any other activity that has to do with being outside with my family and friends.

Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.

She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.

Sal is an Associate Market Executive for the Florida Market. He is responsible for assisting financial advisors with customized solutions for their clients; helping financial advisors provide guidance to clients on separately managed accounts, mutual funds and ETFs.  He has a focus on delivering the firm, bringing the full scope of UBS to financial advisors and clients.

Sal began his career in Finance in 2007 with Oppenheimer and Company as a Client Service Associate. Following Oppenheimer he spent 6 years with Barclays Wealth Management in various roles including Operational Specialist and Supervisory Manager.  After Barclays Wealth, Sal joined UBS as in 2016 as a Supervisory Officer, attaining the lead of the group as Market Supervisory Officer in 2018 responsible for oversight of the 1285 Avenue of the America’s Market and the Northern New Jersey Market. 

Sal was a member of the Rutgers University varsity baseball team, graduating with a Bachelor's of Science degree in Finance. He maintains the Series 7, 66, 3, 9/10 and Life and Health Insurance Licenses. Sal is currently relocating to the Sarasota area with his wife Christina, daughter Olivia and son Joseph. He enjoys playing baseball/softball, golf and all things athletic in his free time.