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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
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
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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
