Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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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    Trey Morse

    Executive Director

    Market Director

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    • 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
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
          trey.morse@ubs.com
          Trey Morse
          7250 Dallas Parkway,Plano,TX,75024
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          Dean Simmons

          Associate Director

          Associate Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • ND
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • WA
          • WI
          • WV
          • WY

                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
                dean.simmons@ubs.com
                Dean Simmons
                7250 Dallas Parkway,Plano,TX,75024
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                Heather Dempsey

                Director

                Branch Operations Manager

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                • AR
                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • ID
                • IN
                • KS
                • KY
                • LA
                • MD
                • MI
                • MN
                • MO
                • MS
                • MT
                • NE
                • NM
                • NY
                • OK
                • OR
                • TX
                • UT
                • WA

                      401 West 4th Street
                      Suite 3100
                      Austin, TX 78701
                      heather.dempsey@ubs.com
                      Heather Dempsey
                      401 West 4th Street,Austin,TX,78701
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                      Lori Farkas

                      Authorized Officer

                      Assistant Operations Manager

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                      • TX

                            401 West 4th Street
                            Suite 3100
                            Austin, TX 78701
                            lori.farkas@ubs.com
                            Lori Farkas
                            401 West 4th Street,Austin,TX,78701

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                          Three generations in apple orchard

                          Turn possibilities into a plan

                          House View Monthly

                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          A new era of wealth is underway

                          And this is your time to define success on your terms.

                          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $7 trn

                          UBS Group invested assets
                          As of 12/31/2025

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Insights

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