Experience

Makes all the difference

Trey Morse

Executive Director

Market Director

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • 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
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

trey.morse@ubs.com
Trey Morse
7250 Dallas Parkway,Plano,TX,75024

Cindy Rogers

Associate Director

Admin Manager

Registered States:
  • TX
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

cindy.rogers@ubs.com
Cindy Rogers
301 Commerce Street,Fort Worth,TX,76102

Sarah Wester

Associate Director

Supervisory Officer

Registered States:
  • FL
  • TX
Home Worker FL
Home Worker FL, FL 000

Email Me

sarah.wester@ubs.com
Sarah Wester
Home Worker FL,Home Worker FL,FL,000

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