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.

  • RG

    Robert Giordano

    Managing Director

    Market Director

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    • MA
    • NM
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
          robert.giordano@ubs.com
          Robert Giordano
          100 Crescent Court,Dallas,TX,75201
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          Dean Simmons

          Associate Director

          Admin Manager

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          • TX

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

                      Patricia Holmes

                      Director

                      Supervisory Officer

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                      • TX

                            patricia.holmes@ubs.com
                            Patricia Holmes

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                          UBS and Credit Suisse—stronger than ever

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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