How will we work together?

Build a plan for the future you envision

Three people in office

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.

  • Robert Giordano

    Robert Giordano

    Managing Director

    Branch Manager

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    • CA
    • DC
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
        • James-Jim-Suey-Profile-Photo

          James "Jim" Suey


          Assistant Market Head

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          • TX

          Jim has over 20 years of experience in the financial services industry in various roles covering compliance, human resources, operations, and trading including the last 8 years at UBS Financial Services. He is currently the Market Administrative Office for the North Texas Market. Jim received a Bachelor of Science Degree in Business Administration and holds FINRA license's 7, 66, 9, and 10.

                301 Commerce Street
                Suite 2800
                Fort Worth, TX 76102
              •  Meg-Daniel-Profile-Photo

                Meg Daniel

                Client Associate

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                  Meg is the Executive Assistant for the North Texas Market Management Team and Market Head, Robert Giordano.  She has 25 years of experience in the financial services industry with a background in operations and support roles.  Meg has 2 grown daughters and enjoys road trips and watching football.

                        100 Crescent Court
                        Dallas, TX 75201

                      US banking sector update: Where we are now

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager