Let's move forward. Together.

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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.

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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.

  • Stephen P. Glynn

    Stephen P. Glynn

    Managing Director

    Market Head

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • UT
    • VA
    • VT
    • WA
    • WI

    Stephen is the Market Head of the Minnesota-Northern Plains Market. The market consists of 200 Financial Advisors located in Iowa, Minnesota, North Dakota, South Dakota and Wisconsin servicing the wealth management needs of high net worth and ultra-high net worth clients. In 2017, he was appointed Co-Head of the firm's prestigious Leadership Advisory Council serving as an advocate for field leaders.

    Previously, Stephen was the Central Los Angeles Complex Director and the Downtown Los Angeles Branch Manager, which was named UBS "Branch of the Year" in 2016. Prior to Los Angeles, he was Chief Operating Officer of the Wealth Management Advisor Group US. He also served as Chief Operating Officer for the Central and Eastern Divisions respectively. Earlier, as Director of Talent Acquisition and PWA Recruiting, Stephen supervised the firm’s national recruiting platform, focused on drawing top competitor talent to the firm. He joined UBS in 2006 as the Greenwich, CT Branch Manager and became a member of the firm’s Directors’ Council in 2007.

    Prior to UBS, Stephen served in a variety of senior field management positions, including Complex Director, Branch Manager and Sales Manager at Wachovia Securities and Smith Barney. While at Wachovia Securities, he was a member of the Branch Manager Advisory Council. Stephen began his career at Smith Barney in 1986 as a Financial Advisor, advising high net worth and ultra-high net worth clients. He was a member of the firm’s prestigious President’s Council and Chairman’s Council.

    Stephen received his M.B.A. from Cornell University and his B.S. from Fordham University. He has served on the board of the following not-for-profit organizations: Alzheimer's Greater Los Angeles, American Heart Association of Westchester County, Cornell Cooperative Extension of Westchester County, New York-Presbyterian Hospital Planned Giving Advisory Board, and Westchester Arts Council. Stephen currently serves on the board of the Urban League Twin Cities.

          681 East Lake Street
          Wayzata, MN 55391
        • Brianna Baker Headshot

          Brianna Baker


          Assistant Market Head

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          • MN
          • NJ

          Brianna is the Assistant Market Head of the Minnesota-Northern Plains Market for UBS Financial Services Inc. The market consists of 200 Financial Advisors located in Iowa, Minnesota, North Dakota, South Dakota and Wisconsin servicing the wealth management needs of high net worth and ultra-high net worth clients. Brianna has spent her entire career at UBS, starting in the London office in 2012 as the Learning and Development Analyst focused on collaboration between Wealth Management, Investment Bank and Asset Management. Since then, she was the Campus Recruiting and Graduate Training Program Coordinator which involved recruiting junior talent from top universities and assisting them in the career development within UBS Wealth Management. Most recently, Brianna was a Senior Events Specialist for UBS Wealth Management and curating world-class events for our clients, incentive trips for our top financial advisors, and conferences for the firm.

          Brianna received her International M.B.A. from the St. Mary’s University Twickenham in London, UK, and in partnership with Naresuan University in Bangkok, TH. She also graduated from Colorado State University with her Bachelor of Science in Business Administration. Currently she holds her FINRA Series 7, 9, 10 licenses; NASSA Series 66 license; and Life, Health and Accident Insurance Licenses.

          Brianna grew up in Denver, CO. She currently lives in Minneapolis, MN, but has also lived in Jersey City, NJ, Bangkok, TH, and London, UK. Outside of work, she enjoys traveling, scuba diving, running, Broadway shows/concerts, and hiking with her dog Turbo. Brianna has also sky-dived three times, bungee jumped once, and goes whitewater rafting.

                681 East Lake Street
                Wayzata, MN 55391
              • Stephanie J. Berghs

                Stephanie Berghs

                Authorized Officer

                Branch Office Administrator

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                  In her capacity as branch administrator, Stephanie plays two key roles – the first is to support the Branch Management Team and the second, as a member of the branch management team, is to ensure that the branch operates smoothly.  Stephanie supports the on-boarding and hiring process, handles facilities management, provides administrative support for human resource activities and monitors licensing and registrations of Financial Advisors.  Stephanie is also Chairman of the Wayzata Advisory Council which organizes philanthropic events for the branch.

                  Stephanie has been with UBS since 1995. She is a Criminal Justice alumna from the University of St. Thomas. In her free time, Stephanie enjoys spending time with family and friends, reading, watching movies on the big screen, and travelling.

                        681 East Lake Street
                        Wayzata, MN 55391
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                        Megan L. Coborn

                        Client Associate

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                          Megan is the Executive Team Assistant for the Minnesota-Northern Plains Market, covering five states, while supporting the Market Head and overall management team. During her 9-year career she was also the Administrative Assistant in the Minneapolis Branch, Branch Office Administrator and Client Service Associate for Private Wealth Management. Prior to UBS, Megan held a number of roles at the Minneapolis Marriott City Center including Event Coordinator and Guest Service Representative and was involved in the leadership program.

                          Megan received her Bachelor of Arts in Biology, emphasis in pre-medical, from the University of Northern Iowa. Megan is originally from Mason City, Iowa, and now resides in Minneapolis, Minnesota. Outside of work she enjoys spending time family and friends, yoga, going to concerts, camping, trying new foods and going for walks with her dog Bella.

                                555 California Street
                                32nd Floor
                                San Francisco, CA 94104

                              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.

                              US banking sector update: Where we are now

                              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