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