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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    • AZ
    • CO
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PA
    • TX
    • VA
    • WA

    Allen has over 50 consecutive years’ experience as UBS Financial Advisor since 1974 and has been a CFP® since 1980.

    His mission is to aid clients with responsible stewardship through customized investment strategies. 

    Prior to his financial services career, he was in media:  Former TV host, Fort Hood, Texas; Announcer, WCNY-TV, Syracuse; Reporter, Belvidere Daily Republican (IL).  Market reporter for KLIF-AM; Guest appearances: “Point of View” (USA Radio Network) and “Newstalk” KCBI-FM, Dallas Business Journal market series; U.S. Army 1 LT 1971-73; Distinguished Military Student, Army ROTC.

    He has served in various civic organizations including the Dallas Chamber of Commerce: Life Member; U.S. Chamber of Commerce and received the Top Twenty Volunteer Sales Award.  Greater Dallas Fellowship of Christian Athletes: Board of Directors; YMCA Indian Princess Leader; Delegate: 16th District Senatorial Convention; State of Texas and National Republican Conventions. Baylor University Parents League Coordinator; Institute of Certified Financial Planners, North Texas Society Board of Directors; Southern Methodist University Mustang Club Board of Directors; Leadership Dallas Inaugural Class; Goals for Dallas Cultural Activities Task Force, Coordinator.  He currently serves Gideons International Dallas NE Camp.

    He attended Beloit College, Wisconsin, Bachelor of Arts, Speech-Drama, Cum Laude; Syracuse University, New York; Master of Science, TV-Radio - Film, (Fellowship); Chapin Society & Lettermen’s Club, Phi Sigma Iota: National Collegiate Players; Sigma Pi Fraternity; Noyes and Pellet Scholarships; Rice Prize in Extemporaneous Speaking; French Seminar, University of Rennes, France.

    Series 1, 5, 7, 63 and 65 securities licenses and Life and Annuity insurance licenses

    He enjoys spending time with his wife of over 55 years, Dr. Barbara Dogger, his daughter, son-in-law and three grandchildren.

          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
          • OR
          • 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 1 grandchild.  He includes his 4 dogs and a 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
              • Kimberly Strobel

                Kimberly Strobel

                Client Associate, Registered (US) (EE)

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • WA
                • WI

                Kimberly joined UBS in 2018 and has over 12 years experience in the financial service industry.  As a Registered Client Associate, she is dedicated to delivering exceptional, comprehensive support to our valued clients.  She began her financial career in Dallas, Texas and has a background in banking, branch office administration and commercial real estate appraisal.  She received a B.B.A. in Finance from Stephen F. Austin University and earned her Series 7 and Series 66 licenses.

                In her free time, she enjoys traveling with her family and friends, hiking, kayaking and scuba diving.

                      100 Crescent Court
                      Dallas, TX 75201
                      kimberly.strobel@ubs.com
                      Kimberly Strobel
                      100 Crescent Court,Dallas,TX,75201
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

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                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

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                    UBS is a leading and truly global wealth manager

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