BRENDA BENNETT

I bring over 24 years of financial expertise and leadership to my role with the Corporate Liquidity Planning group of UBS Financial Services Inc. Leveraging my significant experience, I specialize in advising business owners, executives and ESOP companies, utilizing my comprehensive skill set to guide them towards their financial goals.

Inspired by my upbringing as the daughter of a successful business owner, I am passionate about assisting owners in leaving a lasting legacy, particularly those navigating transitions into retirement or business exit strategies.

I focus on leveraging my diverse expertise to empower entrepreneurs and executives, guiding them through transformative journeys beyond their professional roles. Utilizing both financial strategies and my background in executive coaching, I work to ensure there is alignment of assets and wealth with life and legacy goals related to family, health, wealth, and charitable causes.

With 14 years of experience in Cash and Investment Management for companies and corporations, I have an additional specialized niche in advising ESOP companies on the importance of comprehensive cash and investment planning. I emphasize the need for specialized corporate cash, investment and planning strategies for the ESOP company to support both operational stability and the fulfillment of repurchase obligations, as well as enacting a cash management plan for the ESOP Trust. I provide tailored guidance on these critical areas, helping ESOP companies understand the benefits of proactive financial planning.

Beyond my professional life, I am an engaged member of Chief, a private network dedicated to empowering women in leadership roles, and an active participant in the Columbus chapter of Women for Economic and Leadership Development. Outside of work, I enjoy challenging hikes with my husband, yoga, exploring national parks with my children and stepchildren, providing pro bono life coaching services, and advocating for LGBTQ+ rights and animal rights. Currently, I am preparing for a rugged 75-mile trek through the Patagonia region scheduled for February 2025.

I bring over 24 years of financial expertise and leadership to my role with the Corporate Liquidity Planning group of UBS Financial Services Inc. Leveraging my significant experience, I specialize in advising business owners, executives and ESOP companies, utilizing my comprehensive skill set to guide them towards their financial goals.

Inspired by my upbringing as the daughter of a successful business owner, I am passionate about assisting owners in leaving a lasting legacy, particularly those navigating transitions into retirement or business exit strategies.

I focus on leveraging my diverse expertise to empower entrepreneurs and executives, guiding them through transformative journeys beyond their professional roles. Utilizing both financial strategies and my background in executive coaching, I work to ensure there is alignment of assets and wealth with life and legacy goals related to family, health, wealth, and charitable causes.

With 14 years of experience in Cash and Investment Management for companies and corporations, I have an additional specialized niche in advising ESOP companies on the importance of comprehensive cash and investment planning. I emphasize the need for specialized corporate cash, investment and planning strategies for the ESOP company to support both operational stability and the fulfillment of repurchase obligations, as well as enacting a cash management plan for the ESOP Trust. I provide tailored guidance on these critical areas, helping ESOP companies understand the benefits of proactive financial planning.

Beyond my professional life, I am an engaged member of Chief, a private network dedicated to empowering women in leadership roles, and an active participant in the Columbus chapter of Women for Economic and Leadership Development. Outside of work, I enjoy challenging hikes with my husband, yoga, exploring national parks with my children and stepchildren, providing pro bono life coaching services, and advocating for LGBTQ+ rights and animal rights. Currently, I am preparing for a rugged 75-mile trek through the Patagonia region scheduled for February 2025.