Clarity, perspective and stewardship for your financial world

Private Wealth Management

We are an experienced team of seasoned advisors with the diverse investment and planning skills to guide affluent clients—successful families, senior executives and entrepreneurs—through every type of market environment. Representing multiple generations across many decades in our industry, each of us has provided relevant advice to entire families—grandparents, parents and children.

What can you expect from a relationship with our team? We are thoughtful planners and sensible risk managers. No matter where you are in the life cycle of your wealth, we believe your most important decisions can benefit from our market perspective, our insightful approach to pursuing your goals and the clarity and stewardship we strive to bring to your financial world.

Let us pursue your goals together

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Mark Moore

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
For more than 30 years, Mark Moore has assisted the elite—corporate leaders, business owners and their families, and high net worth individuals—manage the challenges they face each day as they run their companies, raise their children and plan for a fulfilling future. His passion is to understand each client's concerns, needs and unique, evolving life to deliver customized advice, planning, and investment strategies to help clients meet their personal goals. As a Private Wealth Advisor, Mark not only brings clarity and stewardship to your financial world, but complete dedication to helping you, your family and your business make the best decisions today and tomorrow.

Mark is a UBS Managing Director, one of just a few across the world with this distinguished title. His training includes exclusive and rigorous training in financial planning, asset management and wealth transfer strategy. He was also named a Senior Portfolio Manager for his expertise in discretionary professional portfolio management, and a UBS Pinnacle Circle Advisor—a recognition reserved for less than 1% of the top advisors in the firm.

Mark earned his B.B.A. at the University of Texas at Austin, and his MBA from St. Edward's University. He is an active member of several local charitable organizations, serves on the Regents School of Austin Endowment Fund, and is a past member of the University of Texas Ex-Students' Association Investment Committee. Mark and his wife have three children, and he enjoys baseball, golf, fishing, and following University of Texas athletic programs.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2016, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.morris@ubs.com,jennifer.bass@ubs.com,mark.moore@ubs.com

Mark Moore

98 San Jacinto Boulevard,Austin,TX,78701
Tim Oates, CFP®, CEPA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Tim Oates joined UBS Financial Services Inc, in 2004 and has more than 20 years of financial service industry experience. He earned his BBA in Finance from the University of Notre Dame, and previously served as a Senior Associate for the global accounting firm Coopers & Lybrand, LLP. Tim's training and areas of specialty include financial planning and serving as the insurance coordinator for 512 Wealth Partners. He is a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor® (CEPA®), and provides clients with a robust knowledge to help clients holistically plan and reach their financial goals.

He is married and the father of five wonderful children. Tim's philanthropic endeavors include delivering for Meals on Wheels since 2005, serving as a board member at The Rise School of Austin from 2015-2020, and is a past president of the Notre Dame Club of Austin. In his time away from the office he loves to play golf, mountain bike, snowboard and traveling with his family.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER®
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

tim.oates@ubs.com

Tim Oates, CFP®, CEPA®

98 San Jacinto Boulevard,Austin,TX,78701
Jay P. Mechling, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- NC
- NM
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- WA
Prior to joining UBS in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management Analyst (CIMA) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA.

Outside of the office, Jay is an avid golfer, and he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro, ABC in Nepal, and trekked in Peru and Iceland. He is active in the Austin community through his involvement with WVU and UT Foundations, Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.mechling@ubs.com

Jay P. Mechling, CIMA®

98 San Jacinto Boulevard,Austin,TX,78701
Jordan Silverman

Senior Vice President–Wealth Management

Certified Exit Planning Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Prior to becoming a financial advisor, Jordan spent time on the floors of both the Chicago Mercantile Exchange and the New York Stock Exchange, and many years as an institutional equity trader for Jefferies & Company. With more than 25 years of financial industry experience, he has weathered both challenging and rewarding market cycles and offers clients a seasoned perspective that enables them to achieve their goals. Jordan earned a B.A. in Finance from Michigan State University.

Jordan and his wife stay busy raising their active teenage identical twins and their border collie. Outside the office, he spends his free time hiking, cheering on his kids in their athletics, and is a black belt of Brazilian Jiu Jitsu at Gracie Humaita. He is also a graduate of the Glass Leadership Institute of the Anti-Defamation League.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Exit Planning Advisor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jordan.silverman@ubs.com

Jordan Silverman

98 San Jacinto Boulevard,Austin,TX,78701
David Wright

Senior Wealth Strategy Associate
View bio
- AR
- NJ
- OK
- TX
David Wright joined UBS Financial Services Inc. in 2013 and has more than two decades of financial industry experience. By engaging, listening to, and creating a client-centric financial plan, David has a foundation to utilize the vast resources that UBS offers to deliver a holistic wealth management solution for clients. He holds a B.S.B.A. from the University of Arkansas.

David and his wife have two children. They are involved supporters of CASA of Travis County and The Austin Stone. In his free time he likes to fish, go to the ranch, and spend time with his family.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

davidj.wright@ubs.com

David Wright

98 San Jacinto Boulevard,Austin,TX,78701
Spencer Moore

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NM
- NY
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
Spencer Moore joined UBS Financial Services Inc, and 512 Wealth Partners in 2025 and has more than seven years of financial service industry experience. As a lifelong Austinite who made quick stops in Memphis and Chicago, Spencer is excited to be back in his hometown helping serve and plan for the financial needs of clients in the ever-changing and rapidly growing city of Austin, TX. Using prior experience, Spencer applies a rigorous work ethic and watchful eye to the dynamic financial services industry, but understands the core of everything 512 Wealth Partners does starts with the most important foundation pieces--relationships and trust.

Spencer and his wife got married in 2024 and live in beautiful downtown Austin. Outside of the office, the two enjoy spending their time outside whether it is visiting one of Austin’s many parks and festivals, golfing, fly fishing or floating/surfing in nearby Lake LBJ. They are fervent supporters of University of Texas athletics with an occasional Notre Dame game mixed in so she can stay true to her alma mater.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

spencer.moore@ubs.com

Spencer Moore

98 San Jacinto Boulevard,Austin,TX,78701

Jennifer Bass

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- ME
- MN
- NC
- NM
- NY
- OH
- OK
- TX
Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. In Austin, Jennifer continues to work with individual clients with an emphasis on holistic wealth management as well as team management. She is fully registered (Series 7, 63, and 66), serves as a peer coach for Client Service Associates.

Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English, and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is an active member of the Junior League of Austin, having served on multiple fundraising committees. She also donates and her time and talents as a volunteer for CASA of Travis County, Texas Great Pyrenees Rescue Group, Skillpoint Alliance, and is a past member of the SXSW Film Quality Control Team. She and her husband have two children and enjoy traveling, tennis, golf, trying new Austin cuisine, and spending time with their dog.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jennifer.bass@ubs.com

Jennifer Bass

98 San Jacinto Boulevard,Austin,TX,78701
Nancy Kilby

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- ME
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OH
- OK
- SC
- TX
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

nancy.kilby@ubs.com

Nancy Kilby

98 San Jacinto Boulevard,Austin,TX,78701
Jay Morris, CRPC

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.morris@ubs.com

Jay Morris, CRPC

98 San Jacinto Boulevard,Austin,TX,78701
Elizabeth German

Client Associate
View bio
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

elizabeth.german@ubs.com

Elizabeth German

98 San Jacinto Boulevard,Austin,TX,78701

Mark Moore

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
For more than 30 years, Mark Moore has assisted the elite—corporate leaders, business owners and their families, and high net worth individuals—manage the challenges they face each day as they run their companies, raise their children and plan for a fulfilling future. His passion is to understand each client's concerns, needs and unique, evolving life to deliver customized advice, planning, and investment strategies to help clients meet their personal goals. As a Private Wealth Advisor, Mark not only brings clarity and stewardship to your financial world, but complete dedication to helping you, your family and your business make the best decisions today and tomorrow.

Mark is a UBS Managing Director, one of just a few across the world with this distinguished title. His training includes exclusive and rigorous training in financial planning, asset management and wealth transfer strategy. He was also named a Senior Portfolio Manager for his expertise in discretionary professional portfolio management, and a UBS Pinnacle Circle Advisor—a recognition reserved for less than 1% of the top advisors in the firm.

Mark earned his B.B.A. at the University of Texas at Austin, and his MBA from St. Edward's University. He is an active member of several local charitable organizations, serves on the Regents School of Austin Endowment Fund, and is a past member of the University of Texas Ex-Students' Association Investment Committee. Mark and his wife have three children, and he enjoys baseball, golf, fishing, and following University of Texas athletic programs.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2016, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.morris@ubs.com,jennifer.bass@ubs.com,mark.moore@ubs.com

Mark Moore

98 San Jacinto Boulevard,Austin,TX,78701
Tim Oates, CFP®, CEPA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Tim Oates joined UBS Financial Services Inc, in 2004 and has more than 20 years of financial service industry experience. He earned his BBA in Finance from the University of Notre Dame, and previously served as a Senior Associate for the global accounting firm Coopers & Lybrand, LLP. Tim's training and areas of specialty include financial planning and serving as the insurance coordinator for 512 Wealth Partners. He is a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor® (CEPA®), and provides clients with a robust knowledge to help clients holistically plan and reach their financial goals.

He is married and the father of five wonderful children. Tim's philanthropic endeavors include delivering for Meals on Wheels since 2005, serving as a board member at The Rise School of Austin from 2015-2020, and is a past president of the Notre Dame Club of Austin. In his time away from the office he loves to play golf, mountain bike, snowboard and traveling with his family.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER®
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

tim.oates@ubs.com

Tim Oates, CFP®, CEPA®

98 San Jacinto Boulevard,Austin,TX,78701
Jay P. Mechling, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- NC
- NM
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- WA
Prior to joining UBS in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management Analyst (CIMA) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA.

Outside of the office, Jay is an avid golfer, and he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro, ABC in Nepal, and trekked in Peru and Iceland. He is active in the Austin community through his involvement with WVU and UT Foundations, Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.mechling@ubs.com

Jay P. Mechling, CIMA®

98 San Jacinto Boulevard,Austin,TX,78701
Jordan Silverman

Senior Vice President–Wealth Management

Certified Exit Planning Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Prior to becoming a financial advisor, Jordan spent time on the floors of both the Chicago Mercantile Exchange and the New York Stock Exchange, and many years as an institutional equity trader for Jefferies & Company. With more than 25 years of financial industry experience, he has weathered both challenging and rewarding market cycles and offers clients a seasoned perspective that enables them to achieve their goals. Jordan earned a B.A. in Finance from Michigan State University.

Jordan and his wife stay busy raising their active teenage identical twins and their border collie. Outside the office, he spends his free time hiking, cheering on his kids in their athletics, and is a black belt of Brazilian Jiu Jitsu at Gracie Humaita. He is also a graduate of the Glass Leadership Institute of the Anti-Defamation League.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Exit Planning Advisor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jordan.silverman@ubs.com

Jordan Silverman

98 San Jacinto Boulevard,Austin,TX,78701
David Wright

Senior Wealth Strategy Associate
View bio
- AR
- NJ
- OK
- TX
David Wright joined UBS Financial Services Inc. in 2013 and has more than two decades of financial industry experience. By engaging, listening to, and creating a client-centric financial plan, David has a foundation to utilize the vast resources that UBS offers to deliver a holistic wealth management solution for clients. He holds a B.S.B.A. from the University of Arkansas.

David and his wife have two children. They are involved supporters of CASA of Travis County and The Austin Stone. In his free time he likes to fish, go to the ranch, and spend time with his family.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

davidj.wright@ubs.com

David Wright

98 San Jacinto Boulevard,Austin,TX,78701
Spencer Moore

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NM
- NY
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
Spencer Moore joined UBS Financial Services Inc, and 512 Wealth Partners in 2025 and has more than seven years of financial service industry experience. As a lifelong Austinite who made quick stops in Memphis and Chicago, Spencer is excited to be back in his hometown helping serve and plan for the financial needs of clients in the ever-changing and rapidly growing city of Austin, TX. Using prior experience, Spencer applies a rigorous work ethic and watchful eye to the dynamic financial services industry, but understands the core of everything 512 Wealth Partners does starts with the most important foundation pieces--relationships and trust.

Spencer and his wife got married in 2024 and live in beautiful downtown Austin. Outside of the office, the two enjoy spending their time outside whether it is visiting one of Austin’s many parks and festivals, golfing, fly fishing or floating/surfing in nearby Lake LBJ. They are fervent supporters of University of Texas athletics with an occasional Notre Dame game mixed in so she can stay true to her alma mater.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

spencer.moore@ubs.com

Spencer Moore

98 San Jacinto Boulevard,Austin,TX,78701
Jennifer Bass

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- ME
- MN
- NC
- NM
- NY
- OH
- OK
- TX
Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. In Austin, Jennifer continues to work with individual clients with an emphasis on holistic wealth management as well as team management. She is fully registered (Series 7, 63, and 66), serves as a peer coach for Client Service Associates.

Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English, and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is an active member of the Junior League of Austin, having served on multiple fundraising committees. She also donates and her time and talents as a volunteer for CASA of Travis County, Texas Great Pyrenees Rescue Group, Skillpoint Alliance, and is a past member of the SXSW Film Quality Control Team. She and her husband have two children and enjoy traveling, tennis, golf, trying new Austin cuisine, and spending time with their dog.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jennifer.bass@ubs.com

Jennifer Bass

98 San Jacinto Boulevard,Austin,TX,78701
Nancy Kilby

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- ME
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OH
- OK
- SC
- TX
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

nancy.kilby@ubs.com

Nancy Kilby

98 San Jacinto Boulevard,Austin,TX,78701
Jay Morris, CRPC

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

jay.morris@ubs.com

Jay Morris, CRPC

98 San Jacinto Boulevard,Austin,TX,78701
Elizabeth German

Client Associate
View bio
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

elizabeth.german@ubs.com

Elizabeth German

98 San Jacinto Boulevard,Austin,TX,78701

UBS Global Family Office Report 2024

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Comprehensive planning for significant wealth

Wealth transfer across generations

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Sustainability matters

Legacy planning

UBS Wealth Way

Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Your family’s values and legacy

Your family’s values and legacy

Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

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Take charge of your wealth

When it comes to managing wealth, women often bring unique considerations and challenges to the table. We have the experience and understanding to work with you to help you make astute, informed decisions about your financial life—with education, targeted support and, importantly, empathy. So that you feel empowered to face the future with confidence.

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Make your mark. Make it last.

As a professional athlete, incredible financial opportunities come your way. Who can help you make the right decisions for you, your career and your legacy? We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

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Connect with us

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

Dreamers and doers
Intellects and experts
Planners and practitioners

They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Clarity, perspective and stewardship for your financial world

Private Wealth Management

512 Wealth Partners

Your primary source for financial advice

Mark Moore

Tim Oates, CFP®, CEPA®

Jay P. Mechling, CIMA®

Jordan Silverman

David Wright

Spencer Moore

Jennifer Bass

Nancy Kilby

Jay Morris, CRPC

Elizabeth German

Mark Moore

Tim Oates, CFP®, CEPA®

Jay P. Mechling, CIMA®

Jordan Silverman

David Wright

Spencer Moore

Jennifer Bass

Nancy Kilby

Jay Morris, CRPC

Elizabeth German

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Education

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Education

Credentials

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UBS Global Family Office Report 2024

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Private Wealth Management

Comprehensive planning for significant wealth

Wealth transfer across generations

Turn possibilities into a plan

Sustainability matters

Legacy planning

UBS Wealth Way

UBS Wealth Way

Your family’s values and legacy

Your family’s values and legacy

Take charge of your wealth

Take charge of your wealth

Make your mark. Make it last.

Make your mark. Make it last.

UBS Private Wealth Management

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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