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.

  • Tommy Stacy

    Thomas Stacy

    Managing Director

    Market Executive

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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

    Tommy Stacy has been in the wealth management industry for more than 20 years. Tommy currently serves as the Managing Director and Market Executive for the UBS Texas Market. He oversees about 410 Financial Advisors and over 300 team associates who manage more than $118 billion.

    In 2016, Tommy was named to oversee the TX-Rockies Market of the UBS Private Wealth Management division. This market included employees in Dallas-Fort Worth, Austin, Houston, Oklahoma City, Denver and Salt Lake City. Tommy joined UBS in 2007. Since joining UBS, he has held a variety of management roles including as Dallas Complex Director/Branch Manager.

    Before joining UBS In 2002, Tommy was a Financial Advisor at Merrill Lynch. Prior to entering the financial services industry, Tommy was the general manager of Media Sports Partnership, which was a division of the family office of Dr. John McMullen.

    Tommy graduated with a B.S. from Texas Christian University. He and his wife, Ali, live in Dallas with their two children.

          thomas.stacy@ubs.com
          Thomas Stacy
        • Jeff Bidstrup

          Jeff Bidstrup

          Executive Director

          Market Director

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          • AK
          • AL
          • AR
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          • 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

          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

                401 West 4th Street
                Suite 3100
                Austin, TX 78701
                jeff.bidstrup@ubs.com
                Jeff Bidstrup
                401 West 4th Street,Austin,TX,78701
              • RM

                Ryan W Miller

                Associate Director

                Admin Manager

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • SC
                • SD
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                Ryan W Miller is an Administrative Officer and Associate Director at UBS Financial Services, Inc., based in Austin, Texas. Ryan plays a pivotal role in the Texas Central Market, overseeing a team of dedicated Team Associates across various locations, including Austin, San Antonio, Corpus Christi, College Station and San Angelo.

                Ryan's leadership and expertise are evident in his ability to manage complex administrative tasks and provide strategic direction to his team.  He is known for his meticulous attention to detail and commitment to delivering exceptional service to clients. Ryan is widely recognized for his proactive mindset and effective problem-solving. His dedication to continuous improvement, combined with his ability to lead through challenging situations, has made him a trusted and valued leader within UBS.

                Ryan holds the FINRA Series 7, 9, 10, 63, and 65 licenses. Ryan is originally from Austin, Texas and lives in Austin with his wife Madison.

                      401 West 4th Street
                      Suite 3100
                      Austin, TX 78701
                      ryan.w.miller@ubs.com
                      Ryan W Miller
                      401 West 4th Street,Austin,TX,78701
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                      Leigh McLafferty

                      Director

                      Supervisory Officer

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                      • TX

                            401 West 4th Street
                            Suite 3100
                            Austin, TX 78701
                            leigh.mclafferty@ubs.com
                            Leigh McLafferty
                            401 West 4th Street,Austin,TX,78701
                          • HD

                            Heather Dempsey

                            Director

                            Branch Operations Manager

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                            • AR
                            • AZ
                            • CA
                            • CO
                            • DC
                            • FL
                            • GA
                            • ID
                            • IN
                            • KS
                            • KY
                            • LA
                            • MD
                            • MI
                            • MN
                            • MO
                            • MS
                            • MT
                            • NE
                            • NM
                            • NY
                            • OK
                            • OR
                            • TX
                            • UT
                            • WA

                                  401 West 4th Street
                                  Suite 3100
                                  Austin, TX 78701
                                  heather.dempsey@ubs.com
                                  Heather Dempsey
                                  401 West 4th Street,Austin,TX,78701
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                                  Lori Farkas

                                  Authorized Officer

                                  Assistant Operations Manager

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                                  • TX

                                  Lori Farkas serves as an Authorized Officer and Operations Officer with UBS Financial Services Inc. in Austin, Texas, where she helps oversee operations for the Texas Central Market.

                                  Lori began her career with UBS, then Rotan Mosle/PaineWebber, in 1990 and has built more than three decades of experience in wealth management operations. Over the course of her career, she has held a variety of operational leadership roles, developing extensive expertise across all facets of branch and market operations.

                                  She holds FINRA Series 7, 8, 63, and 65 licenses and is also insurance licensed, reflecting her deep commitment to the financial services profession and regulatory excellence.

                                  Lori grew up in West Houston before relocating to Austin in 2000. She earned a Bachelor of Arts in Communications from the University of Houston.

                                  Outside of work, Lori enjoys spending time with her husband, Paul, whom she married in 2014. Together they share their home with three beloved pets: two cats, Midnight and Maverick, and a Red Heeler named Autumn. In her free time, Lori enjoys riding on her husband’s Harley, horseback riding, cheering on the New York Yankees, and supporting her favorite Texas institutions, Texas A&M University and the University of Houston.

                                        401 West 4th Street
                                        Suite 3100
                                        Austin, TX 78701
                                        lori.farkas@ubs.com
                                        Lori Farkas
                                        401 West 4th Street,Austin,TX,78701
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                                        Carolina Ospina

                                        Director

                                        Digital Specialist

                                      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.

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                                      A leading global wealth manager

                                      House View Monthly

                                      Three generations in apple orchard

                                      Turn possibilities into a plan

                                      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

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                                      Global leader

                                      UBS is a leading and truly global wealth manager

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                                      UBS Group invested assets
                                      As of 12/31/2025

                                      Financial strength

                                      Driving confidence.
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                                      UBS AG, long-term senior secured debt rating. As of 12/31/2025

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