About Brett Rhode
For over thirty-five years Brett has been helping clients navigate the complex world of investments. He has become the trusted advisor to a select group of multi-generational families and fills the role of their personal chief financial officer.
Prior to joining Morgan Stanley in 2020, Brett spent his entire career at UBS. During that period, in addition to being a financial advisor, he was chosen to run the Philadelphia training program for new financial advisors, manage the Conshohocken office and speak at both regional and national meetings. Brett is a Certified Financial Planner (CFP) and received his Certified Investment Management Analyst (CIMA) designation after completing the program offered through the Wharton School of Business.
Brett has been recognized as an industry leader and named by Forbes as a “Best-In-State Wealth Advisor” in 2018-2020, 2024, and 2025. Over the years, his articles have appeared in numerous newspapers and magazines on topics ranging from retirement planning to tax efficient investing.
Brett first became interested in investments at Villanova University and founded the school’s first investment club. After graduation from Villanova in 1983 he travelled across the country teaching a study course for those seeking the Series 7 license.
He currently lives in Blue Bell, Pennsylvania with his wife and children. When he isn’t working, he enjoys playing poker and golf and cheering on his beloved Philadelphia Eagles
2018-2020, 2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018-2020, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: NC, VA, NY, MD, MA, SC, NE, WA, FL, CO, NJ, IN, IL, DC, CA, AR, RI, HI, WI, MT, TN, ME, DE, AZ, TX, PA, CT, NM; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2078589