Experience

Makes all the difference

The Austin, Texas Branch is home to some of the most talented and successful Advisors in the area, five of whom have been recognized by Barron´s as tops in their field. Our branch at a glance: – 54 senior Financial Advisors – 7 Wealth Advisors in the branch – 5 Private Wealth Advisors in the branch – Approximately $6.1 billion in assets under management – Approximately $55 million in total revenues – 120 years of combined management team experience – 31% of FAs achieved club status – 65% of FAs are quintile 1 & 2

Jeffery Bidstrup

Executive Director

Market Director

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

Registered States:
  • AL
  • AR
  • AZ
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VI
  • VT
  • WI
  • WV
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

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

Heather Dempsey

Director

Branch Operations Manager

Registered States:
  • 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

Email Me

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

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