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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Dax has been in the financial services industry for over 28 years and has served as a financial advisor and supervisor for the duration of his career. Dax holds the AAMS®, Accredited Asset Management Specialist designation. He is Series 7, 8, 65 and Life & Health Insurance Licensed. A native of Austin, Dax attended Texas State University where he received his BBA in Finance. He is a founder and served as Vice Chairman of the Board of Trustees for a local school, Veritas Academy. When away from the office Dax enjoys spending time with his wife and four daughters, & trail running in the Barton Creek Greenbelt.
His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dax has been in the financial services industry for over 28 years and has served as a financial advisor and supervisor for the duration of his career. Dax holds the AAMS®, Accredited Asset Management Specialist designation. He is Series 7, 8, 65 and Life & Health Insurance Licensed. A native of Austin, Dax attended Texas State University where he received his BBA in Finance. He is a founder and served as Vice Chairman of the Board of Trustees for a local school, Veritas Academy. When away from the office Dax enjoys spending time with his wife and four daughters, & trail running in the Barton Creek Greenbelt.
His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
