Brian Liden Email & Phone Number | As a partner of Winter Park Wealth management, our mission is to help clients identify and pursue their goals at every stage of their lives. This can include both business and personal: from planning for college, sourcing lending, building and exiting a company, to retirement income strategies, to thoughtfully leaving a legacy. Through or consultative approach, and with the backing of one of the world’s largest financial institutions, we help each family develop personalized investment strategies to meet their aspirations. We focus on providing customized strategies to complicated financial situations. We use an institutional approach to investment and risk management coupled with a commitment to the highest level of personal service. We are dedicated, passionate professionals who are committed to looking out for your best interests. We can help you pursue the life you envisioned by leveraging the resources available here at UBS. - Risk Management - Retirement Income Strategies - Wealth Transfer Strategies - Trust & Estate Planning Strategies - Solutions for Concentrated Stock Positions - Home Financing & Customized Lending Services - Philanthropic Planning - Legacy Management **Registered States**CA,CO,FL,GA,MA,MI,OR,SC,TN,WA /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Brian Liden

As a partner of Winter Park Wealth management, our mission is to help clients identify and pursue th...
Winter Park, Florida, United States

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Brian Liden’s Email brian.liden@ubs.com

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Brian Liden’s Location Winter Park, Florida, United States

Brian Liden’s Current Industry Ubs

Brian Liden’s Prior Industry Merrill Lynch | Us Army

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Work Experience

Ubs

Director-Wealth Advisor

2012-01-01 00:00:00 - Present

Merrill Lynch

Wealth Advisor-First Vice President

2000-01-01 00:00:00 - 2012-01-01 00:00:00

Us Army

US Army Officer

1995-01-01 00:00:00 - 1999-01-01 00:00:00

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FAQ About Brian Liden

Brian Liden is located at
Winter Park, Florida, United States

Brian Liden is a As a partner of Winter Park Wealth management, our mission is to help clients identify and pursue their goals at every stage of their lives. This can include both business and personal: from planning for college, sourcing lending, building and exiting a company, to retirement income strategies, to thoughtfully leaving a legacy. Through or consultative approach, and with the backing of one of the world’s largest financial institutions, we help each family develop personalized investment strategies to meet their aspirations. We focus on providing customized strategies to complicated financial situations. We use an institutional approach to investment and risk management coupled with a commitment to the highest level of personal service. We are dedicated, passionate professionals who are committed to looking out for your best interests. We can help you pursue the life you envisioned by leveraging the resources available here at UBS. - Risk Management - Retirement Income Strategies - Wealth Transfer Strategies - Trust & Estate Planning Strategies - Solutions for Concentrated Stock Positions - Home Financing & Customized Lending Services - Philanthropic Planning - Legacy Management **Registered States**CA,CO,FL,GA,MA,MI,OR,SC,TN,WA /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**