Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeffery Bidstrup

    Jeffery Bidstrup

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Jeff Bidstrup is an Executive Director and Market Director at UBS Financial Services. With over 30 years of experience in the financial services industry, Jeff is proud to lead in the UBS Central Texas Market. He leads teams of financial professionals in the industry, serving hundreds of high net worth families, businesses and institutions in Texas and around the world.

    Growing up outside of Chicago, Jeff was first introduced to the world of finance in middle school when his industrial arts teacher taught him about the power of stock ownership. This interest inspired Jeff to pursue a profession in financial services. He earned his B.S. degree in Finance from Northern Illinois University in 1990 and became a Financial Advisor at Gruntal & Co. in 1992.

    Jeff’s abilities to inspire others was soon recognized as one of his strengths. He was promoted to Sales Manager at Gruntal in 1996, which led to other management opportunities at A.G. Edwards and Wachovia Securities. He joined Morgan Stanley in 2007 and now is excited to work with advisors one-on-one, taking their business to the next level at UBS.

    Jeff’s passion for leading teams and helping clients achieve their financial goals is equaled only by his dedication to his family and community. He and his wife, Sue, live in Austin and have three grown children, Natalie, Kelly and Nick. He is a Trustee for The Long Center, Austin’s Performing Arts Center, and is a former Chair of the Western Springs Foundation for Educational Excellence.

    Series 7, Series 8, Series 3, Series 63, Series 65

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          jeff.bidstrup@ubs.com
          Jeffery Bidstrup
          98 San Jacinto Boulevard,Austin,TX,78701
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          Heather Dempsey

          Director

          Branch Operations Manager

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          • AR
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • ID
          • IN
          • KS
          • KY
          • LA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NE
          • NM
          • NY
          • OK
          • OR
          • TX
          • UT
          • WA

                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701
                heather.dempsey@ubs.com
                Heather Dempsey
                98 San Jacinto Boulevard,Austin,TX,78701
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                Lori Farkas

                Authorized Officer

                Assistant Operations Manager

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                • TX

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                      lori.farkas@ubs.com
                      Lori Farkas
                      98 San Jacinto Boulevard,Austin,TX,78701

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Managing wealth in a changing world

                    Geopolitics, trade and your portfolio

                    In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                    Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6.9 trn

                    UBS Group invested assets
                    As of 10/29/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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