BRENDA BENNETT
Brenda Alicia Bennett brings over 24 years of financial expertise and leadership to her role as a Financial Advisor at UBS Financial Services, Inc. Leveraging her significant institutional experience, Brenda specializes in advising Business Owners and ESOP companies, utilizing her comprehensive skill set to guide them towards their financial goals.
Demonstrating a dedication to industry excellence, Bennett holds the esteemed CERTIFIED FINANCIAL PLANNER™ certification, the Certified Exit Planning Advisor (CEPA®) credential, and the Chartered Retirement Plans Specialist™ designation, along with FINRA Series 7, 66, and 24 licenses.
Inspired by her upbringing as the daughter of a successful business owner, Brenda is passionate about assisting owners in leaving a lasting legacy, particularly those navigating transitions into retirement or business exit strategies. Brenda focuses on leveraging her expertise to empower entrepreneurs and executives, guiding them through transformative journeys beyond their professional roles.
In her previous role as Senior Vice President – Managing Director, Commercial Liquidity Strategies, Brenda demonstrated her strategic prowess by leading her team to achieve significant growth in commercial deposits and off-balance sheet liquidity despite challenging economic conditions. Managing a team of Liquidity Specialists and advising numerous commercial bankers and their clients, Brenda emphasized a holistic approach to preserve client liquidity and foster strategic growth.
Beyond her professional commitments, Brenda is 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, Brenda enjoys challenging hikes with her husband, yoga, exploring national parks with her children and stepchildren, providing pro bono life coaching services, and advocating for animal rights. Currently, she is preparing for a rugged 75-mile trek through the Patagonia region scheduled for February 2025.
- Advisor Type: Financial Advisor
- Website:
https://www.ubs.com - Phone: +16146231307
- Email:
brenda.bennett@ubs.com - City: Columbus
- State: Ohio
- Postal Code: 43015
- Country: United States
- Designations: