Global access of Private Wealth Management

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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.

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.

  • Thomas Stacy

    Thomas Stacy

    Managing Director

    Market Executive

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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

    Tommy Stacy has been in the wealth management industry for more than 20 years. Tommy currently serves as the Managing Director and Market Executive for the UBS Texas  Central Market. He oversees about 410 Financial Advisors and over 300 team associates who manage more than $118 billion.

    In 2016, Tommy was named to oversee the TX-Rockies Market of the UBS Private Wealth Management division. This market included employees in Dallas-Fort Worth, Austin, Houston, Oklahoma City, Denver and Salt Lake City. Tommy joined UBS in 2007. Since joining UBS, he has held a variety of management roles including as Dallas Complex Director/Branch Manager.

    Before joining UBS In 2002, Tommy was a Financial Advisor at Merrill Lynch. Prior to entering the financial services industry, Tommy was the general manager of Media Sports Partnership, which was a division of the family office of Dr. John McMullen.

    Tommy graduated with a B.S. from Texas Christian University. He and his wife, Ali, live in Dallas with their two children.

          thomas.stacy@ubs.com
          Thomas Stacy
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          Angela Arolfo

          Director

          Market Administrative Officer

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          • FL
          • IL
          • MI
          • OH
          • OK
          • TX

                100 Crescent Court
                Dallas, TX 75201
                angela.m.arolfo@ubs.com
                Angela Arolfo
                100 Crescent Court,Dallas,TX,75201
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                Hannah Davis

                Executive / Team Assistant

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                        100 Crescent Court
                        Dallas, TX 75201
                        hannah.r.davis@ubs.com
                        Hannah Davis
                        100 Crescent Court,Dallas,TX,75201
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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

                              401 West 4th Street
                              Suite 3100
                              Austin, TX 78701
                              heather.dempsey@ubs.com
                              Heather Dempsey
                              401 West 4th Street,Austin,TX,78701
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                              Lori Farkas

                              Authorized Officer

                              Assistant Operations Manager

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                              • TX

                                    401 West 4th Street
                                    Suite 3100
                                    Austin, TX 78701
                                    lori.farkas@ubs.com
                                    Lori Farkas
                                    401 West 4th Street,Austin,TX,78701
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                                    Monica Payne

                                    Associate Director

                                    Supervisory Officer

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                                    • GA
                                    • HI
                                    • OK
                                    • TX

                                          Home Worker TX
                                          Home Worker TX, TX 000
                                          monica.payne@ubs.com
                                          Monica Payne
                                          Home Worker TX,Home Worker TX,TX,000

                                        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

                                        House View Monthly

                                        Mountain climbers on peak at sunrise

                                        A leading global wealth manager

                                        Two brothers. One inheritance.

                                        How will their story unfold?

                                        Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                                        If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        $7 trn

                                        UBS Group invested assets
                                        As of 12/31/2025

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a leading and truly global wealth manager

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