Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Client Associate
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.
Client Associate
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.
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
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