Let's move forward. Together.

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We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

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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
    • 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
        • Brady

          Brady Blackwelder

          Executive Director

          Associate Market Executive

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          As the Branch Manager for the UBS San Antonio, Waco and Bryan/College Station offices,  my passion is on helping our talented financial advisors deliver the full range of the firm's capabilities, expertise, and solutions to our valued clients. 

          I have over 25 years of experience in the financial services industry and have been at UBS since 2004. Prior to my current role, I was responsible for risk management and supervisory guidance for the West Division of UBS Wealth Management. This role provided me the opportunity to partner with some of our top financial advisors and their management teams with a focus on finding creative solutions to meet the needs of our clients. 

          When away from the office I enjoy traveling with my family, visiting national parks, mountain biking, and hiking.

                200 Concord Plaza Drive
                Suite 300
                San Antonio, TX 78216
                brady.blackwelder@ubs.com
                Brady Blackwelder
                200 Concord Plaza Drive,San Antonio,TX,78216
              • HD

                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
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                      Carolina Ospina

                      Associate Director

                      Digital Specialist

                      Carolina works as a Digital Specialist for the North Texas branches which include, Austin, San Antonio, Corpus Christi, College Station and Waco.  Her role is to help our advisors and client with training and implementations of our digital platform tools. She has a BA in Psychology from the University of Texas at Arlington,  a Masters in Community Counseling from Argosy University-Dallas and she also holds the Series 7 & 66 licenses.  Carolina lives in Austin, TX with her 6 year old Daughter and 10 year old dog.

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                      Thomas Richter

                      Wealth Planning Associate

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                    Turn possibilities into a plan

                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

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                    UBS Group invested assets
                    As of 06/30/2024

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                    UBS is a leading and truly global wealth manager

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