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.

  • Jeff Bidstrup

    Jeff Bidstrup

    Executive Director

    Market Director

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    • TX

    Jeff Bidstrup is an Executive Director and Market Director at UBS Financial Services. With over 30 years of experience in the financial services industry, Jeff is proud to lead the UBS Central Texas Market. He works with one of the finest teams of financial professionals in the industry, serving hundreds of high net worth families, businesses and institutions in Texas and around the world.

    Growing up outside of Chicago, Jeff was first introduced to the world of finance in middle school when his industrial arts teacher taught him about the power of stock ownership. This interest inspired Jeff to pursue a profession in financial services. He earned his B.S. degree in Finance from Northern Illinois University in 1990 and became a Financial Advisor at Gruntal & Co. in 1992.

    Jeff’s abilities to inspire others was soon recognized as one of his strengths. He was promoted to Sales Manager at Gruntal in 1996, which led to other management opportunities at A.G. Edwards and Wachovia Securities. He joined Morgan Stanley in 2007 and now is excited to work with advisors one-on-one, taking their business to the next level at UBS.

    Jeff’s passion for leading teams and helping clients achieve their financial goals is equaled only by his dedication to his family and community. He and his wife, Sue, live in Austin and have three grown children, Natalie, Kelly and Nick. He is a Trustee for The Long Center, Austin’s Performing Arts Center, and is a former Chair of the Western Springs Foundation for Educational Excellence.

    Series 7, Series 8, Series 3, Series 63, Series 65

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          Jeff Bidstrup
          98 San Jacinto Boulevard,Austin,TX,78701
        • Brady Pic

          Braden Blackwelder

          Executive Director

          Associate Market Executive

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          As the Branch Manager for the UBS San Antonio office I am passionate about helping our talented financial advisors to deliver the full range of the firm's capabilities, expertise, and solutions to our valued clients. 

          I have over 25 years of experience in the financial services industry and have been at UBS since 2004. Prior to my current role I was responsible for risk management and supervisory guidance for the West Division of UBS Wealth Management. This role provided me the opportunity to partner with some of our top financial advisors and their management teams with a focus on finding creative solutions to meet the needs of our clients. 

          When away from the office I enjoy traveling with my family, visiting national parks, mountain biking, and hiking. 

                200 Concord Plaza Drive
                Suite 300
                San Antonio, TX 78216
                Braden Blackwelder
                200 Concord Plaza Drive,San Antonio,TX,78216
              • CW

                Chere Ward


                Market Supervisory Officer

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                • TX

                      15958 City Walk
                      Suite 240
                      Sugar Land, TX 77479
                      Chere Ward
                      15958 City Walk,Sugar Land,TX,77479
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                      Thomas Richter

                      Wealth Planning Associate

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                      Carolina Ospina

                      Associate Director

                      Digital Specialist

                      Carolina works as a Digital Specialist for the North Texas branches which include, Austin, San Antonio, Corpus Christi, College Station and Waco.  Her role is to help our advisors and client with training and implementations of our digital platform tools. She has a BA in Psychology from the University of Texas at Arlington,  a Masters in Community Counseling from Argosy University-Dallas and she also holds the Series 7 & 66 licenses.  Carolina lives in Austin, TX with her 6 year old Daughter and 10 year old dog.

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.


                    UBS and Credit Suisse—stronger than ever

                    Outlook on interest rates

                    Why does A.I. in space matter?

                    cover art of women's document

                    Women, wealth and well-being

                    The challenges women breadwinners face embracing their financial clout

                    Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                    We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    Global leader

                    UBS is a leading and truly global wealth manager

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch

                    UBS AG, long-term senior secured debt rating. As of 03/31/2024