Family. Wealth. For Generations.

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Buchanan

    Bob Buchanan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • FL
    • LA
    • MA
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NY
    • OH
    • SC
    • TN
    • TX
    • VA

    With over 42 years of experience, Bob delivers a strong foundation of both empirical and academic knowledge. Lessons learned through multiple market cycles influence every aspect of Bob’s investment ideology.  Among them: emotion is the biggest obstacle to investor success, periodic and painful declines are part of equity investing; diversification is never out of style, and investors should not take on more risk than necessary to fund their goals.  With this in mind, Bob strives for balance when creating tailored financial plans and portfolios for each client.

    Bob graduated from the University of Texas with a BBA in Finance from the McCombs School of Business.  In addition, Bob is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.  Bob is married to his wife, Britt, and has two children, Mark and Caitlin.

    • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Texas - McCombs School of Business, BBA in Finance
    • Securities Industry Institute at the Wharton School of the University of Pennsylvania
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
      bob.buchanan@ubs.com
      Bob Buchanan
      98 San Jacinto Boulevard,Austin,TX,78701
    • Mark Buchanan

      Mark Buchanan

      Financial Advisor

      Certified Private Wealth Advisor®

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      • AL
      • CA
      • CO
      • DC
      • FL
      • LA
      • MA
      • MI
      • MT
      • NC
      • NY
      • OH
      • SC
      • TN
      • TX
      • VA

      Mark is a Certified Private Wealth Advisor® professional focused on delivering the latest, most advanced knowledge and techniques to address the sophisticated planning needs of high-net-worth clients.  Partnering with UBS specialists, and client tax and legal professionals, Mark delivers solutions on tax and estate planning, asset protection, charitable giving, retirement income, and generational wealth transitions.  Additionally, he works with executives on strategies for stock option plans and concentrated stock positions, as well as closely held business owners on strategies for succession and exit planning. 

      Mark has over 12 years of experience in the investment management industry; beginning his career at Capital Group | American Funds, the world's largest active mutual fund manager. His primary responsibilities were to raise capital for their investment strategies, and act as a valued consultant to financial advisors.  He later joined Principal as Director of Retirement Services where he specialized in corporate retirement plans for both large companies and small business owners.

      Mark earned his CPWA® designation through the Yale School of Management, and graduated from the University of Texas, earning his degree in Corporate Communications along with the Texas Business Foundations Certificate through the McCombs School of Business.  Highlights from Mark’s college years include serving the University community as a member of the Texas Cowboys; mentoring Austin area middle schoolers through Longhorn Leaders; and playing Offensive Line for the Texas Longhorns when they won the Fiesta Bowl, a Big XII Championship, and competed for the National Championship. A 5th generation Austinite, Mark enjoys serving the Austin community with his wife, Anne, and three children: Rachel, Ryan, and Reagan.

        • Yale School of Management
        • University of Texas, Corporate Communications
        • McCombs School of Business
        • Certified Private Wealth Advisor®
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
        mark.buchanan@ubs.com
        Mark Buchanan
        98 San Jacinto Boulevard,Austin,TX,78701
      •  Stephanie Kopp Meeks

        Stephanie Kopp Meeks

        Client Associate

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TX
        • VA
        • VT
        • WA
        • WY

        Stephanie graduated from Texas Woman's University and has been in the wealth management industry for seven years after eight years in the banking world. As a Registered Client Service Associate, she provides high levels of client service in addition to administrative support to the team. 

        Stephanie spends most of her time chasing her son from swim class to Boy Scout campouts, and volunteers with Partnerships for Children as much as possible.

          • Texas Woman's University
            One Post Office Square
            35th floor
            Boston, MA 02109
            stephanie.meeks@ubs.com
            Stephanie Kopp Meeks
            One Post Office Square,Boston,MA,02109

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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          Turn possibilities into a plan

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          A leading global wealth manager

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          UBS Wealth Way

          Wealth from your point of view

          An approach that works for your entire financial life
          Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          Global leader

          UBS is a leading and truly global wealth manager

          #1

          for High Net-Worth clients

          Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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