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
    • 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
    • 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 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
        • GT

          Grant Tomashoff

          Director

          Associate Market Executive

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • 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
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

                100 Crescent Court
                Suite 400
                Dallas, TX 75201
                grant.tomashoff@ubs.com
                Grant Tomashoff
                100 Crescent Court,Dallas,TX,75201
              • AA

                Angela Arolfo

                Director

                Admin Manager

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                • TX

                      100 Crescent Court
                      Suite 400
                      Dallas, TX 75201
                      angela.m.arolfo@ubs.com
                      Angela Arolfo
                      100 Crescent Court,Dallas,TX,75201
                    • CW

                      Chere Ward

                      Director

                      Market Supervisory Officer

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                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            chere.ward@ubs.com
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
                          • PH

                            Patricia Holmes

                            Director

                            Supervisory Officer

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                            • TX

                                  patricia.holmes@ubs.com
                                  Patricia Holmes

                                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.

                                Why does A.I. in space matter?

                                Outlook on interest rates

                                Tree

                                UBS and Credit Suisse—stronger than ever

                                Global Wealth Report 2024

                                Crafted wealth intelligence

                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                Gain additional insights into the trends shaping wealth in the US and around the world.

                                Download the report

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.8+ trn

                                UBS Group invested assets
                                As of 03/31/2024

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

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