Geal has guided business owners in the stewardship of their hard-earned wealth through four boom and bust economic cycles and eleven interest rate regimes.

Her extensive experience is matched with a deep care for her clients that span multiple generations, from business founder to eventual successor.

Geal's specialization includes advanced planning strategies for tax minimization, estate transfer and business exit planning to ensure clients maximize the net proceeds from the sale of their business.

Education

• B.A. Business administration - University of Hawaii at Manoa

Certifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter® (CLU®)
• Certified Exit Planning Advisor (CEPA®)

Community involvement

• Director, Ikaika Hawaii
• Member, Wahine Leaders of Hawaii
• Member, Hawaii Angels
• Member, Hawaii Estate Planning Council
• Member, Financial Planning Association

Registered States:
AK, CA, HI, WA

For more than a decade, Brandon has navigated business owners through the complexities of growing and harvesting the value of their life's work.

Brandon's specialization include financial modeling to assess the attractiveness and readiness for exiting a business along with generating investment income to preserve a client's lifestyle and legacy goals, post-exit.

 Education

• B.S. Computer information science with a minor in entrepreneurial strategic management - University of Maryland (Honors)

Certifications

• UBS Portfolio Manager
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Private Wealth Advisor (CPWA®)
• Certified Investment Management Analyst™ (CIMA®)
• Certified Exit Planning Advisor (CEPA®)

Registered States:
CA, DC, DE, FL, HI, IN, MD, NC, NJ, NV, NY, PA, SC, TN, TX, VA

David joined UBS in 2006, bringing 30 years of experience in the financial services industry including tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

As a Wealth Planning Strategist in the West division, David is responsible for providing financial advisors and their high net worth clients with unbiased, product neutral, advanced planning strategy, design and implementation.

As an advanced financial planner, he provides expertise in the following areas:

• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Retirement plans and employee benefits
• Risk and liability management planning
• Charitable giving strategies
• Executive compensation and benefit strategies

Education

• A Psychology - Duquesne University
• D. from Taft University School of Law

Certifications

• Certified Financial Planner (CFP®)
• Certified Private Wealth Advisor (CPWA®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Chartered Advisor in Philanthropy (CAP®)
• Chartered Retirement Planning Counselor (CRPC®)
• Chartered Retirement Plans Specialist (CRPS®)
• Certified Investment Management Analyst (CIMA®)
• Certified Investment Management Consultant (CIMC®)
• Certified Exit Planning Advisor (CEPA®)
• Applied Behavioral Finance certificate program through the Investment Management Consultants Association (IMCA)

As Head of the Family and Philanthropy Advisory team, Judy leads the team of senior strategists who work with families on understanding money, values and philanthropic intent.  The Family Advisory and Philanthropy Services team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. 

Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager.  Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-funds venture capital firm in Washington, DC.

Education

• B.S. Information systems and technology with a minor in business administration - Drexel University (Honors)
• B.A. in finance and marketing - New York University

 Certifications

• Carnegie Mellon Leadership and Negotiation Academy for Women
• Generational Wealth Transfer workshop given by the Institute for Preparing Heirs
• The Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising
• Chartered Advisor in Philanthropy^® designation

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

As a Financial Advisor at UBS, Taylor specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations.

He is proficient in delivering in-depth retirement planning and utilizing Financial Goals Analysis to help his clients achieve their life long goals.

Education

• B.S. Economics, Finance- University of Redlands

Certifications

• FINRA Securities Licenses 7 and 66 in all US states
• Enrolled in CFP® Education Program

Registered States:
AZ, CA, CO, FL, IA, ID, IL, KY, MA, MI, MN, MO, NC, NE, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA

Registered States:
HI