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.

Chess board

Bruce Dieterlen, CFP

Senior 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
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • ME
  • MI
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WY

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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