Listen to Podcast of the Show
October started right with an in-depth discussion about wealth strategies with guest, Jeff Brooks. Currently, Jeff is the Director and Senior Wealth Strategist for UBS Wealth Management greater Los Angeles area office. Prior to joining the UBS team in 2010, Jeff spent over a dozen years in the private bank industry working for Merrill Lynch and Bank of America respectively. In addition to his career of advising individual’s on how to maintain their wealth goals, Jeff also began his professional career as an attorney for a small Missouri firm that specialized in probate, trust, estate tax, and income tax planning for individuals of high net worth.
Jeff’s career has been marked by not only understanding law and technical issue facing those of large net worth, he also has brought back the human element to wealth management planning. In his interview he will shared he not only searches for the most efficient way to meet the client’s financial needs, but also preserving their philosophy and objectives. So listen to the podcast for an in depth analysis of how a wealth strategist meets the client’s goals.
Also, Marius Markevicius, the director of “The Other Dream Team” joined the show.
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