Bryan Stephens CFP®, CPWA®, CEPA® Private Wealth Advisor, SVP–Wealth Management, Senior Portfolio Manager Stephens Wealth Management Group at UBS Private Wealth Management

299 Park Avenue, 25th Floor
New York, NY 10171 212.333.8887

Our clients require a highly experienced team of professionals to help coordinate and manage all aspects of their financial lives. They expect a dedicated team and comprehensive private wealth management practice. They demand clear options and elegant solutions so that they can make wise, informed decisions. That’s why a select clientele of corporate leaders choose the capable leadership and expertise of the Stephens Wealth Management Group.

Bryan Stephens is a private wealth advisor, senior vice-president—wealth management and senior portfolio manager. He focuses on providing wealth management to business owners, executives and attorneys predominantly in the New York metropolitan area. Together with the firm’s expert team of professionals, Bryan helps affluent families address their biggest concerns: preserving and protecting wealth, taking care of heirs and maximizing charitable intents. He is married, with two children, and lives in Westchester, N.Y.

At a Glance

Financial Services Experience

16+ years

Minimum Net Worth Requirement

$5 million

Available Professional Services

Planning, investment advisory, insurance products, money management services and investment products

Primary Custodian for Investor Assets

UBS Financial Services Inc.

Compensation Method

Asset-based fees and financial planning fees based on complexity

Assets Under Management Available on request
Minimum Fee for Service None
Largest Client Net Worth $1.5 billion

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