Brian C. Cates is a Senior Vice President-Investments at UBS, where they create security from uncertainty for clients seeking solutions for education funding, retirement, and long-term care. With over 30 years of wealth management experience, Brian has navigated various market extremes, utilizing portfolio diversification and risk management to meet client goals. Prior to their current role, Brian served as a Senior Vice President at Morgan Stanley for two decades. They are pursuing a Bachelor's Degree in Communications at the University of Northern Colorado and enjoy spending time with family and engaging in activities such as fly fishing, shooting, hunting, and golfing.
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