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
          jeff.bidstrup@ubs.com
          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
          • FL
          • GA
          • HI
          • 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@ubs.com
                Brady Blackwelder
                200 Concord Plaza Drive,San Antonio,TX,78216
              • HD

                Heather Dempsey

                Director

                Admin Manager

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                • TX

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                      heather.dempsey@ubs.com
                      Heather Dempsey
                      98 San Jacinto Boulevard,Austin,TX,78701
                    • CE

                      Carol Eriksen

                      Director

                      Supervisory Officer

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                      • TX

                            4400 Post Oak Parkway
                            17th Floor
                            Houston, TX 77027
                            carol.eriksen@ubs.com
                            Carol Eriksen
                            4400 Post Oak Parkway,Houston,TX,77027
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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

                          Tree

                          UBS and Credit Suisse—stronger than ever

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          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

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