Brad Yablonsky
About Brad Yablonsky
Brad Yablonsky serves as Vice President at UBS Financial Services, focusing on client acquisition and retention through customized financial strategies. He specializes in Social Security Education and Medicare Planning, and has been with the firm for 12 years in the Albuquerque, New Mexico area.
Work at UBS
Brad Yablonsky has served as Vice President at UBS Financial Services since 2012. He operates in the Albuquerque, New Mexico area, focusing on client acquisition and retention. His role involves creating tailored financial plans and conducting quarterly investment reviews to ensure clients meet their financial goals. Yablonsky regularly presents to the public, promoting the services offered by UBS and educating potential clients about financial planning.
Education and Expertise
Brad Yablonsky earned a Bachelor of Arts in English Literature from Rutgers University, completing his studies from 1993 to 1997. His academic background supports his communication skills, which are essential in his role at UBS. He holds several professional licenses, including Series 7, Series 66, and Insurance licenses, which enhance his expertise in financial services.
Background
Yablonsky has a diverse background that includes experience in coaching and philanthropy. This experience contributes to his ability to guide clients effectively in financial planning. His focus on Social Security Education and Medicare Planning, combined with Financial Goal Analysis, allows him to address the specific needs of his clients.
Client Asset Management
In his current role, Brad Yablonsky supervises a team that manages approximately $700 million in client assets. This responsibility underscores his capability in handling significant financial portfolios and ensuring that clients receive comprehensive financial guidance tailored to their individual circumstances.