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.

  • Trey Morse 2

    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

    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
        • Michael Smith

          Michael Smith

          Authorized Officer

          Supervisory Officer

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          • TX

          Mike Smith has over 25 years of industry experience. His background in Private Wealth Management, compliance and operations gives him a vast array of experience to draw on. He currently holds the 9/10, 24 licensing and is passionate about his career with UBS. In his personal time, he enjoys writing, spending time with his dogs and gardening.

                2525 Bay Area Boulevard
                Houston, TX 77058
                michael.smith@ubs.com
                Michael Smith
                2525 Bay Area Boulevard,Houston,TX,77058
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              Clarity in a rapidly changing world

              We’re here to help guide you through uncertain times

              Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

              Let’s create a path together so you can move forward with confidence, no matter what comes next.

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