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$2.8 trillion
In invested assets globally
As of 06/30/2022
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 25 years and has served as a financial advisor and supervisor for the duration of his career. He holds the AAMS, Accredited Asset Management Specialist designation. 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, Jennifer and four daughters, Madeleine, Vivienne, Mary Margaret, and Elizabeth and coaching his girls in sports.
His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dax has been in the financial services industry for over 25 years and has served as a financial advisor and supervisor for the duration of his career. He holds the AAMS, Accredited Asset Management Specialist designation. 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, Jennifer and four daughters, Madeleine, Vivienne, Mary Margaret, and Elizabeth and coaching his girls in sports.
His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
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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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
