Your goals. Our comprehensive plan.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Brady

    Brady Blackwelder

    Executive Director

    Branch Manager

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    • NV
    • TX

    As the Branch Manager for the UBS San Antonio, Waco and Bryan/College Station offices,  my passion is on helping our talented financial advisors 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
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          Cindy Bengs

          Client Associate

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                  175 Century Square Dr, Ste 300
                  Suite 300
                  College Station, TX 77840
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                  Thomas Richter

                  Wealth Planning Associate

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                  Joshua Holdman

                  Director

                  Senior Wealth Management Banker

                  Current role and areas of expertise

                  Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the
                  use of strategic financing or other banking solutions may be an important component of a client’s overall wealth
                  management plan. That’s where we come in. Wealth Management Bankers are responsible for providing
                  Financial Advisors and their clients with banking solutions that complement a client's overall wealth management
                  objectives. As a Wealth Management Banker, Josh provides expertise in the following areas:

                  • Securities Backed Lending
                  • Mortgages
                  • Credit Cards

                  Wealth Management Bankers can also offer the following services:

                  • Art, aircraft and yacht financing
                  • Commercial real estate financing
                  • Asset-Based lending
                  • Small Business lending
                  • Student loan refinancing

                  Professional history
                  Josh has worked in the financial services sector since 2006. In addition to his role with UBS, Josh has experience
                  in Mortgage Origination and High Net Worth Lending. Prior to joining UBS, he was a Private Banker at Wells
                  Fargo in the Dallas/Fort Worth market.
                  Education and personal information
                  Josh holds a Bachelor of Arts from the University of North Texas in Denton, TX. He has several designations and
                  licenses including the Series 7 and 66 securities licenses, the Chartered Retirement Planning Counselor
                  (CRPC)designation and a National Mortgage License (NMLS). Josh lives in Austin, TX and enjoys the outdoors
                  and spending time with his wife and three kids.
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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.

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Your 401(k)'s lifetime income illustration

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                How do you plan confidently for the retirement you want?

                Start by building a strategy based on the resources and needs over the course of your life.

                Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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