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.

  • JB

    Jeffery Bidstrup

    Executive Director

    Market Director

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    • TX

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701

          Jeffery Bidstrup
          98 San Jacinto Boulevard,Austin,TX,78701
        • Brady

          Brady Blackwelder

          Executive Director

          Associate Market Executive

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          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
                Brady Blackwelder
                200 Concord Plaza Drive,San Antonio,TX,78216
              • HD

                Heather Dempsey


                Admin Manager

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                • TX

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                      Heather Dempsey
                      98 San Jacinto Boulevard,Austin,TX,78701
                    •  cw

                      Chere Ward


                      Market Supervisory Officer

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                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
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                            Thomas Richter

                            Wealth Planning Associate

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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.

                          Why does A.I. in space matter?

                          Outlook on interest rates


                          UBS and Credit Suisse—stronger than ever

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager