The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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Bruce Dieterlen, CFP

First Vice President–Wealth Management

Financial Advisor

Personal & Community

  • I am married and the proud father of 3 girls.

 

  • Insurance National Producer License #9908670
  • California Insurance License #0G92237
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IL
  • KS
  • MA
  • ME
  • MI
  • MO
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX

Education

  • M.B.A. Exchange Program, European Business School, Germany
  • B.B.A. Finance, The University of Texas at Austin
  • M.B.A. International Finance, Thunderbird, The American Graduate School of International Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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