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Brett Grimes

Financial Advisor and Philanthropist

As the managing director of a respected financial institution in Santa Barbara, Brett Grimes leverages more than 30 years of advising experience to guide clients in the development of long-term financial strategies. Brett Grimes has held senior level positions with various other financial institutions and was named to the 2015 and 2016 list of Barron’s Top 100 Financial Advisors.

Apart from his work in the financial industry, Brett Grimes actively supports a number of charitable organizations in the Santa Barbara area. A volunteer with the Storyteller Center Santa Barbara, he helped provide early childhood educational services for homeless and at-risk children. He also served as a board member with the Los Angeles Dream Center, a charitable organization that grants inspirational dream experiences for adults with terminal illnesses, and belonged to the Southern California Grantmakers group.

In his free time, Mr. Grimes participates in outdoor activities such as snow skiing and horseback riding. He also enjoys supporting the Notre Dame football team.

Santa Barbara, CA, US


Work Experience

Mar 2019 - Present

Managing Director
Financial Institution

Jul 2008 - Mar 2019

Executive Director
Financial Institution

Jan 1990 - Jul 2008

Senior Vice President
UBS 



Education

Jan 1982 - Jan 1985

Bachelor of Arts (BA)
University of California, Los Angeles
Economics

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