Let's move forward. Together.

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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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    Bruce Dillard

    Executive Director

    Associate Market Executive

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    • AR
    • AZ
    • CA
    • CO
    • MA
    • TX
    • UT
    • WI

    Bruce has a long history of leadership. This history finds its beginnings during his 12 year career as a carrier based naval flight officer. The discipline and attention to detail needed to operate in a highly challenging environment prepared him for his career in the financial services industry. Through various positions he has distinguished himself a field leader during his 24 year career in the financial services business.

    Prior to UBS, Bruce worked as a financial advisor and institutional trader.

    During his tenure he also served as a recruiter for the new Merrill Lynch advisor program where he led the nation in bringing career professionals to the financial services business. He then moved to the Customized Investments desk in New York, where his team led Wall Street in the issuance of new structured investments.

    At UBS, Bruce has worked in the structured products group, the Mid-Atlantic Region, the downtown Baltimore and Hunt Valley branches, Downtown Denver and Cherry Creek Summary branch, all as branch manager. He is currently the Complex Director for Plano/Ft. Worth.

    Bruce received his Bachelor of Science degree from Drexel University with a major in Production and Operations Management and a minor in Information Systems Management.

    Bruce also served for 12 distinguished years in the U.S. Navy as a Naval Flight Officer. His tours of duty included, flag aide to the Commander and Chief U.S. Atlantic Command, USS John F. Kennedy, U.S. Navy Flight Demonstration Squadron (The Blue Angels), Attack Squadrons 42 & 176 in the A-6E Intruder. He has over 2000 flight hours and 250 aircraft carrier landings.

    His community activity includes serving as a mentor to veterans transitioning to civilian business life with American Corporate Partners.

      • Drexel University, Bachelor of Science Degree, Major in Production and Operations Management and a Minor in Information Systems Management
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
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        Gerda David

        Associate Director

        Admin Manager

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        • TX

        Gerda began her career in the financial services industry in Houston as an administrative assistant in public finance. A move to Dallas and several securities licenses resulted in 26 years with Donaldson Lufkin & Jenrette Securities Corporation and Credit Suisse Securities in roles ranging from sales support to operations management. In early 2017, the role of Administrative Officer for the Plano, TX branch of UBS became an opportunity for Gerda to continue to share her passion for providing administrative expertise to financial advisors and their support staff.

        Gerda graduated from the University of Houston with a degree in Organizational Behavior and Management, holds the FINRA Series 7, 63, 9 and 10 licenses, as well as a Texas insurance license. She loves to cook, travel and spend time with her family and friends.

          • University of Houston, Organizational Behavior and Management
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
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            Salinda Kay Nowell

            Associate Director

            Supervisory Officer

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            • TX

            Salinda is the Associate Director and Supervisory Officer for UBS Financial Services, Inc office in Plano. 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, and most recently rejoined UBS Financial Services in a compliance role for the Plano branch.  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. She also graduated with her Master of Business Administration (MBA) at Dallas Baptist University. Additionally, Salinda holds the 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
                100 Crescent Court
                Dallas, TX 75201
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                Adriana Ruelas

                Branch Office Administrator

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                        7250 Dallas Parkway
                        Suite 1200
                        Plano, TX 75024

                      Are markets going "Back to the Future"?

                      Debt ceiling and inflation


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                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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