Let's move forward. Together.

[RCPS] UBS office building

Your success. Your clients. Our commitment

At UBS, our client conversations are ongoing. That's why we welcome Financial Advisors who are truly passionate about getting to the heart of what matters most to their clients. It's all about understanding clients' goals and needs and then developing a clear action plan that informs every solution they deliver. As one of the world's leading wealth management firms, UBS offers Financial Advisors an outstanding opportunity to develop customized strategies to help their clients work towards their wealth management goals as they take their own businesses to the next level.

Workplace

The proof is in our numbers

Over $135 billion

Assets under management

PWM 60+ WM 350+

Advisors on the team

33,000+

Client relationships


We're here to help you

Our mission is to provide quality strategies customized to your needs. We concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Tommy Stacy

    Managing Director

    Market Executive

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • 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
    • 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 that 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 variety of management roles including Dallas Complex Director/Branch Manager.
    Before transitioning to 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. degree from Texas Christian University. He and his wife, Ali, live in Dallas with their two children.

          thomas.stacy@ubs.com
          Tommy Stacy
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          Kristen Sprenger

          Executive Director

          Market Director

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          • CO
          • TX

                4400 Post Oak Parkway
                20th Floor
                Houston, TX 77027
                kristen.sprenger@ubs.com
                Kristen Sprenger
                4400 Post Oak Parkway,Houston,TX,77027
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                Rob Giordano

                Managing Director

                Market Director

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                • MA
                • NM
                • NY
                • TX

                      100 Crescent Court
                      Dallas, TX 75201
                      robert.giordano@ubs.com
                      Rob Giordano
                      100 Crescent Court,Dallas,TX,75201
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                      Craig Vandegrift

                      Managing Director

                      Market Director

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                      • TX

                      Craig T. Vandegrift became the Houston River Oaks Complex Director for UBS Financial Service Inc. in 2013 and has over 19 years of experience in the Financial Services industry. Prior to his current position, he was the branch manager of UBS' McLean Virginia office having joined UBS in 2006 from Morgan Stanley. Craig had worked at Morgan Stanley for over 5 years, his last role was acting as the National Training Manager. He began his career originally with Merrill Lynch in Chicago, where spent nearly 8 years as both a financial advisor and a financial planning specialist.

                      In 2009, Craig was named one of "On Wall Street magazine's 100 Leading Branch Managers". He has also been awarded membership into the UBS Branch Manager's Directors Council for four years.

                            4400 Post Oak Parkway
                            17th Floor
                            Houston, TX 77027
                            craig.vandegrift@ubs.com
                            Craig Vandegrift
                            4400 Post Oak Parkway,Houston,TX,77027
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                            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@ubs.com
                                  Jeff Bidstrup
                                  98 San Jacinto Boulevard,Austin,TX,78701
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                                  Grant Tomashoff

                                  Director

                                  Associate Market Executive

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                                  • AK
                                  • AL
                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • 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
                                  • RI
                                  • SC
                                  • SD
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • VI
                                  • VT
                                  • WA
                                  • WI
                                  • WV
                                  • WY

                                  Grant is responsible for supporting market wide initiatives and sales practices while serving as the Associate Market Executive of the Texas Wealth Management and Private Wealth Market. Grant has been with UBS since 2013, spending time both in the field and in the Home Office.  Grant started his career at the UBS Wealth Advice Center where he worked as a Client Associate, Team Administrator, and Sales Manager.  Prior to his current role, Grant worked as an Administrative Manager in the New York Private Wealth Market with a focus on training, new hire onboarding and people management.

                                  Grant holds FINRA Series 7, 9, 10, 66 licenses. Grant graduated from the Hotchkiss School in 2009 and Boston University in 2013. Grant is originally from New York City and currently lives in Dallas with his wife Eleanor and daughter Margaret (Maggie).

                                        100 Crescent Court
                                        Suite 400
                                        Dallas, TX 75201
                                        grant.tomashoff@ubs.com
                                        Grant Tomashoff
                                        100 Crescent Court,Dallas,TX,75201
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                                        Sara Healy

                                        Director

                                        Market Administrative Officer

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                                        • TX

                                              4400 Post Oak Parkway
                                              20th Floor
                                              Houston, TX 77027
                                              sara.healy@ubs.com
                                              Sara Healy
                                              4400 Post Oak Parkway,Houston,TX,77027
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                                              Chere Ward

                                              Director

                                              Market Supervisory Officer

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                                              • CO
                                              • GA
                                              • HI
                                              • NC
                                              • TX

                                                    15958 City Walk
                                                    Suite 240
                                                    Sugar Land, TX 77479
                                                    chere.lampis@ubs.com
                                                    Chere Ward
                                                    15958 City Walk,Sugar Land,TX,77479
                                                  • Patricia Holmes

                                                    Patricia Holmes

                                                    Director

                                                    Supervisory Officer

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                                                    • TX

                                                          patricia.holmes@ubs.com
                                                          Patricia Holmes
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                                                          Andrew Hernandez

                                                          Director

                                                          Branch Operations Manager

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                                                          • OK
                                                          • TX

                                                                4400 Post Oak Parkway
                                                                20th Floor
                                                                Houston, TX 77027
                                                                andrew.j.hernandez@ubs.com
                                                                Andrew Hernandez
                                                                4400 Post Oak Parkway,Houston,TX,77027
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                                                                Hannah Schildcrout

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                                                                        100 Crescent Court
                                                                        Suite 400
                                                                        Dallas, TX 75201
                                                                        hannah.schildcrout@ubs.com
                                                                        Hannah Schildcrout
                                                                        100 Crescent Court,Dallas,TX,75201

                                                                      Texas Market Events

                                                                      culture

                                                                      An advisor-centric (and client-centric) culture

                                                                      How UBS helps you exceed client expectations and drive your business’s growth

                                                                      Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

                                                                      Learn more