Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Jeff Bidstrup

    Jeffery Bidstrup

    Executive Director

    Market Director

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    • AR
    • AZ
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MS
    • MT
    • NC
    • ND
    • NH
    • NM
    • NV
    • NY
    • OK
    • PR
    • RI
    • SC
    • TX
    • VA
    • VI
    • WI
    • WV

    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 the UBS Central Texas Market. He works with one of the finest 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
        • Ryan Miller

          Ryan Miller

          Associate Director

          Admin Manager

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            Ryan W Miller is an accomplished Administrative Officer and Associate Director at UBS Financial Services, Inc., based in Austin, Texas. Ryan plays a pivotal role in the Texas Market, overseeing a team of dedicated Client Associates and Office Administrators across various locations, including Austin, San Antonio, Corpus Christi, Tyler, Bryan and San Angelo.

            Ryan's leadership and expertise are evident in his ability to manage complex administrative tasks and provide strategic direction to his team.  He is known for his meticulous attention to detail and commitment to delivering exceptional service to clients. Ryan's proactive approach and problem-solving skills have earned him recognition within the organization. His dedication to continuous improvement and ability to navigate challenging situations makes him a respected leader in the field.

            Ryan holds a position in the Texas Market and is responsible for overseeing the operational activities and ensuring compliance with company policies. His office is located at 98 San Jacinto Blvd, Suite 600, Austin, TX 78701.

                  98 San Jacinto Boulevard
                  Suite 600
                  Austin, TX 78701
                  ryan-za.miller@ubs.com
                  Ryan Miller
                  98 San Jacinto Boulevard,Austin,TX,78701
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                  Carol Eriksen

                  Director

                  Supervisory Officer

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                  • TX

                        4400 Post Oak Parkway
                        17th Floor
                        Houston, TX 77027
                        carol.eriksen@ubs.com
                        Carol Eriksen
                        4400 Post Oak Parkway,Houston,TX,77027
                      • Dempsey

                        Heather Dempsey

                        Director

                        Assistant Operations Manager

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

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

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                            Turn possibilities into a plan

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                            A leading global wealth manager

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                            Tariffs, volatility and your portfolio

                            Are you ready?

                            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.9+ trn

                            UBS Group invested assets
                            As of 06/30/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

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