Brian Bennett
Brian Bennett is the Managing Director of The Bennett Hurwitz Group at UBS Wealth Management and a recognized leader in the wealth management industry with over two decades of experience. He specializes in advising business owners, real estate entrepreneurs, professionals, and affluent families, helping them pursue growth opportunities while managing risk. Prior to joining UBS, he refined his advisory approach as a Financial Advisor at Morgan Stanley. Beyond his professional role, Bennett is deeply involved in community and philanthropic initiatives, reflecting his commitment to making a broader impact.
Brian Bennett Professional Experience / Academic History
Professional Experience
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Managing Director of Wealth Management
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Financial Advisor
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Financial Advisor
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Financial Advisor
Academic History
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B.A., Economics
Bennett is a recognized leader in wealth management with various accolades from distinguished publications such as Forbes, Barron's, and Financial Times.
He provides highly personalized goals-oriented solutions focused on his clients' entire financial picture.
He helps drive investment opportunities with the goal of mitigating risk without limiting growth potential.
RECOGNITIONS
Barron's Top 1200 Financial Advisors, 2018-2025
Forbes America's Top Wealth Advisors, 2019-2025
Forbes Best-in-State Wealth Advisors, 2018-2025
Forbes Best-in-State Wealth Management Teams, 2023-2025
On Wall Street's Top 40 Advisors Under 40, 2013-2014
Series 7, 31 and 66 Securities Licenses
COMMUNITY INVOLVEMENT