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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.

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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

    Market Director

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    • MA
    • NY
    • TX

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

          James "Jim" Suey

          Director

          Associate Market Executive

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          • TX

          .Jim has 25 plus years of experience in the financial services industry in various roles covering compliance, HR, operations, trading, and sales including the last 11 years at UBS Financial Services. He is currently an Associate Market Executive for the 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
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                Jen McCann

                Associate Director

                Admin Manager

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                • TX

                      301 Commerce Street
                      Suite 2800
                      Fort Worth, TX 76102
                    • Salinda-Kay-Nowell-Profile-Photo

                      Salinda Kay Nowell

                      Director

                      Supervisory Officer

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                      • TX

                      Salinda is the Associate Director and Supervisory Officer for the UBS Financial Services, Inc Dallas office. She began her career in the financial services industry in Dallas; she has over 25 years of experience with a strong background in operations, taxable fixed income sales and trading, administration and compliance. She has lived and worked in Dallas, Denver, and New York City. Prior to rejoining UBS, she worked at RW Baird, JP Morgan, and Bear Stearns.

                      Salinda graduated from the University of Texas at Dallas with a Bachelor of Science degree in Economics & Finance, and recently received her Master of Business Administration (MBA) from Dallas Baptist University. Additionally, Salinda holds her Series 7, 9, 10, 63, 65, and insurance license.

                      She enjoys spending her time with family and friends in South Texas on the coast.

                        • University of Texas at Dallas, Bachelor of Science degree in Economics & Finance
                        • Dallas Baptist University, MBA
                          100 Crescent Court
                          Dallas, TX 75201
                        •  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

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                                UBS and Credit Suisse—stronger than ever

                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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