How can you pursue what matters most?

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.

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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
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A leading global wealth manager

For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

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Comprehensive planning for significant wealth

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A plan to simplify your financial life

Insights

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Global leader

UBS is a leading and truly global wealth manager

51 countries

Our global footprint

One Market. One Team. A Shared Commitment to Excellence.

The Texas Central Management Team brings together leaders from across market leadership, administration, supervision, operations, and executive support to serve UBS colleagues throughout Texas and Oklahoma. While each member brings a different area of expertise, the team operates with a shared focus: supporting our people, strengthening our businesses, and creating opportunities for advisors and teams to succeed.

With a footprint of 22 branches and hundreds of advisors and support professionals, Texas Central is a large and diverse market. What makes the management team special is the way it stays connected across that footprint, working together on everything from recruiting and growth to operations, supervision, development, and employee engagement. 

This team is built around collaboration, accessibility, and a genuine commitment to the people who make Texas Central successful.

  • ts

    Tommy 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 Central 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
        • jb

          Jeff Bidstrup

          Executive Director

          Market Director

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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
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          • VA
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          • 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
              • TM

                Trey Morse

                Executive Director

                Market Director

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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

                      7250 Dallas Parkway
                      Suite 1200
                      Plano, TX 75024
                      trey.morse@ubs.com
                      Trey Morse
                      7250 Dallas Parkway,Plano,TX,75024
                    • GT new

                      Grant Tomashoff

                      Executive Director

                      Market Director

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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

                      Grant focuses on supporting market-wide initiatives and sales practices while serving as Market Director for the Dallas Market in Texas. He has been with UBS for more than ten years, with experience spanning both the field and the Home Office.

                      Grant began his career at the UBS Wealth Advice Center, where he served as a Client Associate before moving into a Sales Manager role. He later joined New York Private Wealth Management as an Administrative Manager, focusing on training, new-hire onboarding and people management. Grant then relocated to Dallas, Texas, to serve as Assistant Market Executive for the Texas Central Market before stepping into his current role as Market Director for the Dallas Market.

                      Grant holds FINRA Series 7, 9, 10 and 66 licenses. He graduated from The Hotchkiss School in 2009 and went on to graduate from Boston University in 2013. Originally from New York City, Grant now lives in Dallas with his wife, Eleanor, and their three children, Maggie and twins Lucy and Edward.

                            100 Crescent Court
                            Dallas, TX 75201
                            grant.tomashoff@ubs.com
                            Grant Tomashoff
                            100 Crescent Court,Dallas,TX,75201
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                            Angela Arolfo

                            Director

                            Market Administrative Officer

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                            • FL
                            • IL
                            • MI
                            • OH
                            • OK
                            • TX

                                  100 Crescent Court
                                  Dallas, TX 75201
                                  angela.m.arolfo@ubs.com
                                  Angela Arolfo
                                  100 Crescent Court,Dallas,TX,75201
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                                  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
                                      • JS

                                        Jim Suey

                                        Director

                                        Market Supervisory Officer

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                                        • NE
                                        • OK
                                        • TX

                                              13815 FNB Parkway
                                              Suite 300
                                              Omaha, NE 68154
                                              jim.suey@ubs.com
                                              Jim Suey
                                              13815 FNB Parkway,Omaha,NE,68154
                                            • HRD

                                              Hannah Davis

                                              Executive / Team Assistant

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                                                      100 Crescent Court
                                                      Dallas, TX 75201
                                                      hannah.r.davis@ubs.com
                                                      Hannah Davis
                                                      100 Crescent Court,Dallas,TX,75201

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