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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    Braden Blackwelder

    Executive Director

    Market Director

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    • 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
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    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
          brady.blackwelder@ubs.com
          Braden Blackwelder
          200 Concord Plaza Drive,San Antonio,TX,78216
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          Ryan Miller

          Associate Director

          Admin Manager

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                  98 San Jacinto Boulevard
                  Suite 600
                  Austin, TX 78701
                  ryan-za.miller@ubs.com
                  Ryan Miller
                  98 San Jacinto Boulevard,Austin,TX,78701
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                  Heather Dempsey

                  Director

                  Branch Operations Manager

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OK
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WV

                        98 San Jacinto Boulevard
                        Suite 600
                        Austin, TX 78701
                        heather.dempsey@ubs.com
                        Heather Dempsey
                        98 San Jacinto Boulevard,Austin,TX,78701
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                        Lori Farkas

                        Authorized Officer

                        Assistant Operations Manager

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                              98 San Jacinto Boulevard
                              Suite 600
                              Austin, TX 78701
                              lori.farkas@ubs.com
                              Lori Farkas
                              98 San Jacinto Boulevard,Austin,TX,78701
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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.

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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

                            Backed by the strength of our parent company, UBS AG

                            Global leader

                            UBS is a leading and truly global wealth manager

                            $5.9+ trn

                            UBS Group invested assets
                            As of 06/30/2024

                            Financial strength

                            Driving confidence.
                            A-  Standard & Poor’s
                            A  Fitch
                            A3
                              Moody’s


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

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