$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Financial Advisor
Bart joined UBS in 2008 from Smith Barney, and has 21 years of wealth management experience. Before entering this career field, he practiced law for one year for a large Dallas firm.
He graduated from Texas Tech University School of Law with a J.D., and graduated Texas Tech University with a B.A. in English Literature while lettering three years as a Tight End on Texas Tech's football team.
Bart enjoys golf, reading, and spending time with his wife Jennifer, and their three children, Hailee, Brooks and Grace.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager