Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Donald Buescher

First Vice President–Wealth Management

Financial Advisor

Donald Buescher brings 28 years of experience to his role as First Vice President-Wealth Management with UBS Financial Services Inc. Donald provides personalized financial guidance and a full range of investment services to affluent individuals and families to achieve their financial goals and objectives. Donald was nominated to participate in the UBS Wealth Advisor Program and has a UBS Wealth Advisor designation to focus on Wealth Management Strategies, Retirement Planning, and Portfolio Management. Donald has numerous past & present community involvement.

 A native Texan, Donald resides in Fort Worth, with his wife of 38 years and two daughters.

Registered States:
  • CA
  • CO
  • FL
  • ID
  • IL
  • LA
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • SD
  • TX
  • VA
  • VT
  • WA

Credentials

  • Wealth Advisor
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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Rita Helfrich

Senior Client Associate

Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securities and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration. She lives in Fort Worth, Texas with her husband, Tom. They have 2 daughters and four grandchildren.

Registered States:
  • TX

Education

  • Saint Michael's College, Bachelor of Science Degree in Business Administration
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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