Wealth advice for your life's goals

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.

  • Allen J. Dogger

    Allen Dogger, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • KS
    • KY
    • LA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OK
    • PA
    • TX
    • VA
    • WA

          100 Crescent Court
          Dallas, TX 75201
          allen.dogger@ubs.com
          Allen Dogger, CFP
          100 Crescent Court,Dallas,TX,75201
        • TC Green

          TC Green

          Senior Wealth Strategy Associate

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          • AL
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • IL
          • KS
          • KY
          • LA
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NY
          • OK
          • PA
          • SD
          • TX
          • VA
          • WA

          TC started in the financial services industry in 1997. He has worked with several firms in an advisory capacity, the most recent being TIAA where he spent 10+ years before joining UBS in 2021. He also worked as an analyst/trader at a hedge fund for 7 years. He enjoys market and company analysis to assist our clients with their portfolios. TC is married to his wife Carol with 3 grown children and includes his 2 dogs and cat as part of that immediate family. In his free time, he enjoys reading, golf, and of course, the Dallas Cowboys.

           

                100 Crescent Court
                Dallas, TX 75201
                tc.green@ubs.com
                TC Green
                100 Crescent Court,Dallas,TX,75201

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