Lasting relationships. For all that matters

Fort-Worth

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.

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    Rob Giordano

    Managing Director

    Market Director

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    • MA
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
        • James-Suey

          James "Jim" Suey

          Director

          Associate Market Executive

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          • TX

          Jim has 19 years of experience in the financial services industry in various roles covering compliance, human resources, operations, and trading including the last 7 years at UBS Financial Services. He is currently the Market Administrative Officer 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
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                Sarah Wester

                Associate Director

                Supervisory Officer

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                • FL
                • TX

                      Home Worker FL
                      Home Worker FL, FL 000
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                      Jennifer Watson

                      Branch Office Administrator

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                              301 Commerce Street
                              Suite 2800
                              Fort Worth, TX 76102
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                              Jen McCann

                              Authorized Officer

                              Admin Manager

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                              • TX

                                    301 Commerce Street
                                    Suite 2800
                                    Fort Worth, TX 76102

                                  Focus on liquidity management

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                                  Tree

                                  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.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  #1

                                  For Ultra-High Net Worth clients

                                  Euromoney Private Banking and Wealth Management Survey, 2016-2020

                                  Financial strength

                                  Driving confidence.
                                  Aa3 (stable) Moody’s
                                  A+ (stable) Standard & Poor’s

                                  UBS AG, long-term senior secured debt rating. As of 12/31/2022

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