Experience

That inspires confidence

Robert Giordano

Managing Director

Market Director

Registered States:
  • MA
  • NY
  • TX
100 Crescent Court
Dallas, TX 75201

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Gerda David

Associate Director

Admin Manager

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.

Registered States:
  • TX

Education

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

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Adriana Ruelas

Branch Office Administrator

7250 Dallas Parkway
Suite 1200
Plano, TX 75024

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