Experience

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.

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

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).