Brendon Harbron
About Brendon Harbron
Brendon Harbron serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009. He has a background in finance and education, with previous roles at Merrill Lynch and CIB Marine Bancshares, Inc.
Work at UBS
Brendon Harbron has held the position of Senior Vice President Wealth Management at UBS since 2009. He has been part of the Promus Wealth Management Group, contributing to the firm's wealth management services. In addition to his role as Senior Vice President, he also serves as a Senior Retirement Planning Consultant and Institutional Consultant. Harbron operates out of Fishers, Indiana, while serving clients in Indianapolis.
Previous Experience at Merrill Lynch
Prior to his tenure at UBS, Brendon Harbron worked at Merrill Lynch as Vice President from 2000 to 2009. His nine years at Merrill Lynch provided him with extensive experience in wealth management and client relations, which he has leveraged in his current role at UBS.
Education and Expertise
Brendon Harbron earned a Bachelor's degree in Secondary Education/Social Studies from Anderson University, where he studied from 1991 to 1996. He furthered his education in finance by studying at the College for Financial Planning, where he achieved the Chartered Retirement Planning Counselor designation in 2003. Additionally, he completed the Certified Investment Management Analyst program through the Investment Management Consultants Association from 2017 to 2020.
Background in Banking
Before joining Merrill Lynch, Brendon Harbron worked at CIB Marine Bancshares, Inc. as Assistant Vice President from 1998 to 2000. This role contributed to his foundational knowledge in banking and finance, which has been instrumental in his career in wealth management.