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$6 trn
UBS Group invested assets
As of 12/31/2024
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
“Within the investment world, the noise has become louder each year. Families and their decision-makers are looking for a trusted, simple approach to investing and stewarding their wealth. UBS and the Wealth Way Strategy meet those criteria.”
Professional Experience
After graduating college, Bart enrolled at Texas Tech University School of Law and completed his law degree, with the intention of becoming a Sports Agent. After passing the bar exam and practicing law for one year with a large Dallas law firm, Bart made the transition into Wealth Management.
Bart has 30 years of experience in the investment industry, having begun his career in 1994 at Merrill Lynch in Dallas, and then joining UBS in 2008.
Bart has worked with high net worth families for three decades now and he prefers to work closely with his clients’ team of professionals as well as bringing the talent and resources of UBS to provide creative solutions to his clients. As a result, he has been involved in many business transactions, charitable gift planning as well as advanced estate planning strategies with his clients.
Life
Bart is an avid reader and competitive golfer.
Bart and his wife, Jennifer, enjoy spending time with their growing family. They have three adult children, Hailee, Brooks and Grace, all of whom are married, and one grandchild.
Bart and Jennifer serve as lay leaders in Marriage Ministry at The Village Church in Flower Mound, Texas.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
“Within the investment world, the noise has become louder each year. Families and their decision-makers are looking for a trusted, simple approach to investing and stewarding their wealth. UBS and the Wealth Way Strategy meet those criteria.”
Professional Experience
After graduating college, Bart enrolled at Texas Tech University School of Law and completed his law degree, with the intention of becoming a Sports Agent. After passing the bar exam and practicing law for one year with a large Dallas law firm, Bart made the transition into Wealth Management.
Bart has 30 years of experience in the investment industry, having begun his career in 1994 at Merrill Lynch in Dallas, and then joining UBS in 2008.
Bart has worked with high net worth families for three decades now and he prefers to work closely with his clients’ team of professionals as well as bringing the talent and resources of UBS to provide creative solutions to his clients. As a result, he has been involved in many business transactions, charitable gift planning as well as advanced estate planning strategies with his clients.
Life
Bart is an avid reader and competitive golfer.
Bart and his wife, Jennifer, enjoy spending time with their growing family. They have three adult children, Hailee, Brooks and Grace, all of whom are married, and one grandchild.
Bart and Jennifer serve as lay leaders in Marriage Ministry at The Village Church in Flower Mound, Texas.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
