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.

  • RG

    Rob Giordano

    Managing Director

    Market Director

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    • AL
    • AR
    • DC
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PA
    • SD
    • TX
    • UT
    • VT

    Robert currently serves as the Market Director in the Dallas Fort Wort Region for UBS.  In this role, he collaborates with his branch managers, financial advisors and staff to drive business growth across 6 branches.

    Professional History

    Prior to his current position, Robert was the Silicon Valley Market Head from June 2016 - January 2020 and was Branch Manager of the Carmel Valley, San Diego branch from Sept 2011- June 2016. He was named Branch Manager of the year in 2012 and ranked #1 in his branch revenue group for 3 straight years.

    Robert has been with UBS entities for over 30 years. He started at PaineWebber in 1983, working as a Financial Advisor for 11 years before moving into management roles in the home office, regional and divisional roles until 2005.  He moved on to the Branch Manager role for the Colorado Springs Complex (including Pueblo and Durango, CO) for 3 years and the Resident Branch Manager role in Boston for 3 1/2 years.

    Education and Personal

    Robert holds a degree in Finance from Iona College in New Rochelle NY. He also holds the CFP® and CIMA® designations. Robert is very active in the local community with the Rotary, Wounded Warriors and The Humane Society. He also helped to lead his employees at UBS in the local community with underprivileged children at the Monarch School and Junior Achievement. Robert is married to his wife Sarah and they currently reside in Dallas, Texas.

          100 Crescent Court
          Dallas, TX 75201
          robert.giordano@ubs.com
          Rob Giordano
          100 Crescent Court,Dallas,TX,75201
        • Trey Morse

          Trey Morse

          Executive Director

          Associate Market Executive

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          • TX

          Trey Morse is an Executive Director and Associate Market Executive at UBS.  With more than 20 years of experience in the wealth management industry, Trey is responsible for leading the UBS Plano and Fort Worth markets.

          Trey was born and raised in Austin, Texas.  He received in Bachelor of Science in Healthcare Administration as well as a Master’s degree in Healthcare Administration from Texas State University. 

          After seven years working in various specialties in the Healthcare industry, Trey began his wealth management career with Morgan Stanley in 2002.  Trey’s ability and desire to inspire and lead placed him in various management roles during his tenure at Morgan Stanley. 

          Trey is excited about the next chapter in his career, working with and supporting financial advisors at UBS to achieve their desired goals.

          Trey’s passion leading teams and supporting clients is only equaled by his dedication to his family.  He and his wife Kathy, live in Frisco, Texas and has three boys, Blake, Brayden and Brooks.

                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
                trey.morse@ubs.com
                Trey Morse
                7250 Dallas Parkway,Plano,TX,75024
              • Cindy Rogers

                Cindy Rogers

                Associate Director

                Admin Manager

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                • TX

                      301 Commerce Street
                      Suite 2800
                      Fort Worth, TX 76102
                      cindy.rogers@ubs.com
                      Cindy Rogers
                      301 Commerce Street,Fort Worth,TX,76102
                    • 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
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                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                          Read the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Financial strength

                          Driving confidence.
                          A-  Standard & Poor’s
                          A  Fitch
                          A3
                            Moody’s


                          UBS AG, long-term senior secured debt rating. As of 03/31/2024

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