Executive Director
Market Director
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.
Executive Director
Market Director
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.
Authorized Officer
Supervisory Officer
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.
Authorized Officer
Supervisory Officer
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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