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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    Robert Giordano

    Managing Director

    Market Director

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    • MA
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
        • Gerda-David-Profile-Photo

          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
            • Adri-Ruelas-Profile-Photo

              Adriana Ruelas

              Branch Office Administrator

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                      7250 Dallas Parkway
                      Suite 1200
                      Plano, TX 75024

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

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                    UBS is a world-leading wealth manager

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