Senior Vice President–Wealth Management
Financial Advisor
Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and, in 2012, was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky. When away from the office, Doug enjoys spending time with his family, playing pickleball and learning to play guitar.
Doug serves the community as an office coordinator for Meals on Wheels, volunteers with Mobile Loaves & Fishes and is an active member of Freedom Church.
Recognized as an industry leader:
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
Account Vice President
Financial Advisor
John's past experience in personal banking compliments his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals. John graduated from Berklee College of Music and spent eight consecutive semesters on the Dean's list. He developed a unique skill set that he applies to financial planning, investment management and problem solving.
John's volunteer efforts include Guitars 4 Vets and Meals on Wheels, and when he is not in the office he enjoys spending time with his family, playing hockey, and performing with his 10-piece cover band.
CA Insurance #4163346
Recognized as an industry leader:
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
Associate Director
Senior Client Associate
Dana began her career in the financial industry in 1984 and has worked in all aspects of the business, including Operations Manager for the Austin Texas branch. Her extensive experience will enhance the quality of service to our clients.
Dana holds Series 7, 63 and 66 securities licenses as well as an insurance license. Dana is married and has two children.