$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Professional guidance that helps inspire confidence
In today's complex markets and uncertain economy, strategic financial guidance is more essential than ever. The CD Emerson Wealth Management team's goal is to create lasting relationships with our clients and to serve as trusted advisors through every stage of their financial journey.
We specialize in working with high-net-worth and ultra-high-net-worth individuals and families, designing tailored financial strategies to align with their goals. Backed by the global resources of UBS, we collaborate with experts across all business lines to provide a holistic approach—integrating sophisticated investment management, tax and estate planning, and philanthropic planning.
It all starts with a conversation. Please click below to connect with us.
Cory works closely with high-net-worth and ultra-high-net-worth individuals and families, tailoring financial strategies to meet their objectives. He specializes in developing and managing diversified portfolio allocations that incorporate equities, fixed income, hedge funds, alternative investments including private equity and private credit, alongside cash management. His team’s approach is built on three key principles—Liquidity, Longevity, and Legacy—ensuring that investment plans align with each client's aspirations, risk tolerances, and time horizon.
With a background in private equity and entrepreneurial experience co-founding an outdoor consumer products brand, Cory brings valuable business insight to client relationships. He leverages UBS's thought leadership and global resources, working closely with experts across various divisions to provide direct access to Estate & Tax Planning, Advanced Planning, Family Office Solutions, and Investment Banking & Lending Groups (real estate lending, aviation financing, unsecured lines, and SBLs). This collaborative approach allows him to integrate UBS’s best offerings into client portfolios.
Cory holds Series 7 and 66 licenses, general insurance licenses, and is a FINRA-Registered General Securities Representative and Investment Advisor. He earned a B.B.A. in Finance from Texas Tech University and an M.B.A. in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in the Park Cities community of Dallas. Outside of the office, you will find the family together, either in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association and American Quarter Horse Association.
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.
Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.
Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
Director
Portfolio Advisory Group Strategist
Executive Director
Alternative Investments Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.
Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.
Education and personal information
In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.
Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Regional Sales Director, GWM Client Coverage
Cory works closely with high-net-worth and ultra-high-net-worth individuals and families, tailoring financial strategies to meet their objectives. He specializes in developing and managing diversified portfolio allocations that incorporate equities, fixed income, hedge funds, alternative investments including private equity and private credit, alongside cash management. His team’s approach is built on three key principles—Liquidity, Longevity, and Legacy—ensuring that investment plans align with each client's aspirations, risk tolerances, and time horizon.
With a background in private equity and entrepreneurial experience co-founding an outdoor consumer products brand, Cory brings valuable business insight to client relationships. He leverages UBS's thought leadership and global resources, working closely with experts across various divisions to provide direct access to Estate & Tax Planning, Advanced Planning, Family Office Solutions, and Investment Banking & Lending Groups (real estate lending, aviation financing, unsecured lines, and SBLs). This collaborative approach allows him to integrate UBS’s best offerings into client portfolios.
Cory holds Series 7 and 66 licenses, general insurance licenses, and is a FINRA-Registered General Securities Representative and Investment Advisor. He earned a B.B.A. in Finance from Texas Tech University and an M.B.A. in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in the Park Cities community of Dallas. Outside of the office, you will find the family together, either in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association and American Quarter Horse Association.
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.
Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.
Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
Director
Portfolio Advisory Group Strategist
Executive Director
Alternative Investments Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.
Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.
Education and personal information
In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.
Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Regional Sales Director, GWM Client Coverage
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
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