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.

Two people talking overhead

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

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

    Allen joined the securities business in 1974 and became a Certified Financial Planner in 1980. He attained a B.A. in Speech Drama from Beloit College and an M.S. in TV-Radio from Syracuse University. He has collaborated in community service and leadership in the Metroplex including the Baylor University Parents League, as a Board Member of the Fellowship of Christian Athletes and as a Life Member of the Greater Dallas Chamber of Commerce.

          100 Crescent Court
          Dallas, TX 75201
        • Jennifer Cannon

          Jennifer Cannon

          Client Associate

          • image
          • image

            Jennifer joined UBS in May of 2016. She attended Texas Tech University and worked for JP Morgan Chase for 15 years as a Client Asset Services Specialist within the Corporate Reorganization group. She is highly dedicated and takes great care of clients' needs. In her spare time, Jen volunteers with various charitable organizations, and enjoys hiking and biking.

                  100 Crescent Court
                  Dallas, TX 75201

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights