First Vice President & Senior Trust Officer, J.D., CTFA
Trust & Estate Planning since 1990

For Brad Philson, the opportunity to help UBT’s clients live better lives and carry out and sustain their legacies is what motivates him every day. Starting in the wealth management industry in 1989 at UBT, Brad earned his bachelor’s degree and juris doctorate from the University of Nebraska-Lincoln.

When he’s not playing a pivotal role in the Personal Trust division at UBT, he’s spending time with his family, running, coaching the Lincoln Southwest trap shooting team, water skiing, or volunteering. Among his volunteer duties, Brad is currently the president of the Izaak Walton League, treasurer of the Rudge Memorial Home board, and a member of the Christ Lutheran Church Foundation.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.