Experience

Bryan serves as Market Director to the Coastal New England Market. With over a decade of experience in the Wealth Management Industry, he began his career building a successful business in Dallas, Texas before transitioning into several leadership roles. He is passionate about working with wealth management professionals to serve their clients, families, companies, and communities. He specializes in multigenerational planning, team structural development, and business growth, both new and organic.

In addition to his career in finance, Bryan is a former professional athlete, having played in the NFL for the Houston Texans and Green Bay Packers.

Outside of work, Bryan is driven to serve those around him.  He is active in the NFL Alumni Association, serving as the Treasurer in Dallas for multiple years.  He also participates in Rotary clubs nationally, with his home club being in Dallas and volunteers with local associations like We Share Hope and the Rhode Island Food Bank.

In his free time, Bryan enjoys practicing yoga, golfing, and exploring New England with his wife, Sara. 

Originally from Fort Worth, Texas and a SMU Alumni, Bryan lives in Narragansett with Sara and their two dogs, Myles and Rollie, where they all very much enjoy coastal living and the beach

Heather is a seasoned financial services professional with over 25 years of experience, currently serving as an Associate Market Executive at UBS Financial Services. Her experience and diverse roles at UBS complement her current position by providing a solid foundation in operational management and client relations. She previously worked as a Client Experience Director and that role equipped her with the skills to address complex market issues and enhance service delivery. This comprehensive background enables her to effectively support financial advisors in achieving their growth objectives and delivering the best possible client service.

Heather earned her Bachelor of Science in Psychology from the University of Connecticut. As a Division I college athlete she had the incredible opportunity to showcase her skills on the soccer field while balancing the demands of rigorous training and studies. Her experience as a Division I soccer player has not only honed her athletic abilities but also instilled in her a strong sense of teamwork, discipline, and leadership.

Heather is married and lives with her husband Joe in Rehoboth, MA. In her free time she enjoys being outdoors and playing golf.

Molly has been in the financial services industry for over 37 years, 32 of which have been with UBS Financial Services.   In addition to providing support for the  branch and complex, she is responsible for various client services, as well as administrative and operational aspects of the branch and complex.  Molly is also the Branch Technology Liaison, managing the technology infrastructure on a local level.  Molly graduated from Wheaton College in Norton, MA and lives in South Kingstown with her husband, John.