Over $135 billion
Assets under management
![[RCPS] UBS office building](mediahandler/dynamicmedia/628656/_RCPS_ UBS office building.jpg)
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.
Over $135 billion
Assets under management
PWM 60+ WM 350+
Advisors on the team
33,000+
Client relationships
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.
Managing Director
Market Executive
Executive Director
Market Director
Managing Director
Market Director
Managing Director
Market Director
Executive Director
Market Director
Director
Associate Market Executive
Director
Market Administrative Officer
Director
Market Supervisory Officer
Director
Supervisory Officer
Director
Branch Operations Manager
Managing Director
Market Executive
Executive Director
Market Director
Managing Director
Market Director
Managing Director
Market Director
Executive Director
Market Director
Director
Associate Market Executive
Director
Market Administrative Officer
Director
Market Supervisory Officer
Director
Supervisory Officer
Director
Branch Operations Manager
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.
We had the opportunity to spend a few days in New York City at our 1285 Avenue of the America’s location with thirteen (13) of our Financial Advisors from our Houston Region. We spent a day and a half meeting with key leaders at the firm who support our business and hearing an update on the vision and strategy of the firm to help our advisors serve our client's.
Our Central Texas Region, recently hosted 19 Next Gen Financial Advisor from the Dallas, Houston, Austin, Midland, San Angelo, Fort Worth, and Plano offices in the Texas Market at The Four Season’s hotel in Austin, Texas. The group focused on various aspects of the business including teaming, team structures, transitioning, and best practices for providing first class service to our client’s.
We are thrilled to share the results of our clothing drive. The UBS Veterans Network partnered with the Young Professionals Network to organize a clothing drive- collecting men’s and women’s business attire for service members who are transitioning from military to civilian employment. Over 700 individual items were collected which will be donated to The PTSD Foundation and Grace After Fire.
Let’s make a positive impact together by volunteering with The Stewpot Organization of Dallas! As volunteers we’ll help collect snacks and then organize them to be donated to the Stewpot Organization
Phone FURtography event - Dallas Animal Shelter has volunteers work on taking pictures of animals to help them get adopted. They rely on volunteers to get photos that show a pet's true personality for use on their online profiles. Many times, people come into the shelter to see an animal solely based on the picture they see online, so a great picture is key to helping a pet find a loving home.
Second session of the Dallas Animal Services FURtography Event
Thank you to everyone who contributed to this amazing charity! With the help of Houston and Austin, we collected a total of:
6,558 diapers which totaled 546 packs of 25 done today
8,409 wipes
17 containers of formula
3 boxes of toys, books, and a couple cute outfits
1 Tickle-me-Elmo
Thank you so much for 100% participation in the project! Your gifts will definitely bring JOY to all these kids on Christmas and make them a little more happy by knowing that someone from the other side of the ocean are thinking of them on Christmas time.
We helped packed over 600 boxes of non-perishables, dairy items, fresh fruits & vegetables for families in need.
The numbers, 4,682 diapers, 5,991 baby wipes, 17 containers of formula and a couple of outfits and a teddy
We ask and you gave your time to make this possible- We can’t thank you enough for your generosity.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
