An experienced and committed team

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.

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.

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. 

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.

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.

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 one child and enjoy traveling, tennis, golf, trying new Austin cuisine, and spending time with their two dogs.

Nancy has been with UBS since 2006. She is responsible for providing world-class service for all client inquiries and service-related needs. Additionally, Nancy manages all aspects of account administration, including operational support. Service has always been an area of focus and her attention to detail is an attribute most appreciated by clients. Nancy is registered Series 7, 63, and 66.

In her spare time she enjoys exploring new cuisine, working out, traveling, and spending time outdoors with her husband and three children. 

Jay has over 13 years of experience in the financial services industry, delivering highly personalized service tailored to the unique needs of Private Wealth Management clients. He specializes in Wealth Management strategies, including advisory solutions, legacy planning, mutual fund analysis, portfolio recommendations, and cash management.

In 2017, Jay earned his Chartered Retirement Planning Counselor (CRPC) credential, highlighting his expertise in retirement education and asset allocation. He utilizes Financial Goal Analysis to help clients achieve their lifelong goals. Jay assists with all client service efforts, including preparing portfolio reviews, customized performance reporting, and building comprehensive financial plans. He also manages daily operations and account maintenance. Outside of the office, Jay and his wife enjoy exploring the city of Austin with their two young children.

After working 10 years in the logistics industry, Elizabeth began working at UBS in 2021. Elizabeth plays a key role on our team helping to coordinate the day-to-day requests of our clients related to money transfers, operational, and administrative requests.

Elizabeth was born and raised in Austin and enjoys spending time with her husband Miguel and two young boys who keep them busy. Outside of the office she can be found at t-ball games, supporting Austin FC and spending time with her family.