Brian Rubin, CIMA®, is a Senior Vice President and Wealth Management Advisor with over 20 years of experience in the industry. They began their career at Morgan Stanley, followed by roles at Merrill Lynch where they served as a Vice President, and currently hold their position at UBS. Brian earned a Bachelor's degree in Finance from Indiana University Bloomington and obtained the Certified Investment Management Analyst® (CIMA®) credential from The Wharton School of Business in 2008. They hold multiple securities licenses and provide comprehensive financial planning solutions to high-net-worth individuals and organizations. In their personal life, Brian enjoys golfing, skiing, and spending time with their wife and two daughters.
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