Purpose. Passion. Performance.

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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[PWM] Multigenerational family going for walk

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
Dayna Moser

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-981-0568
View bio
- AZ
- CA
- CT
- FL
- IL
- MI
- MT
- NV
- NY
- PA
- TX
- WA
As a former strategy consultant at Deloitte Consulting serving their Fortune 500 client base; I realized I was passionate about assisting and advising clients on meeting their goals through strategic thought processes. I enjoy helping people and family groups navigate this journey of prioritized decision making and ultimately find gratification in helping them reach their personal goals.

With 18 years of experience serving clients in financial services I have developed a consultative and collaborative approach to serving the unique needs of ultra-high net worth individuals and families. This approach helps uncover their goals. I immediately take a high-level viewpoint of the situation and then analyze the current situation in a methodical and structured manner. I treat everyone in the family group as an individual and listen to each person and their unique viewpoint. I assist business owners on pre-sale transaction planning, design and facilitate family meetings, plan for philanthropic giving through private foundations and donor advised funds as well as through community foundations. I advise corporate executives on how to hedge, monetize and diversify their single stock positions. I have experience partnering with lending teams to structure borrowing facilities to meet the needs and objectives of the investment or purchase. I have extensive experience collaborating with tax, legal and other personal advisors to create a comprehensive wealth plan for individuals and families.

As an athlete who has trained and completed more than two dozen endurance events including marathons, and triathlons, I have a track record of high achievement. I believe the concept of strategic training carries over into my professional life with a track record of longstanding client relationships both demonstrating high investment performance and high levels of client service. I have been happily married to my spouse, Joe, for 16 years and enjoy spending time with our two children.
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.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201
Alexis Zona

Registered Client Associate
Alexis Zona

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

214-721-1549
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
600 Washington Blvd
Stamford, CT 06901

alexis.zona@ubs.com

Alexis Zona

600 Washington Blvd,Stamford,CT,06901
Brian Hernandez

Client Associate
Brian Hernandez

Client Associate

UBS Financial Services Inc.

Private Wealth Management

401 West 4th Street
Suite 3100
Austin, TX 78701

512-542-7508
View bio
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.
401 West 4th Street
Suite 3100
Austin, TX 78701

brian.hernandez@ubs.com

Brian Hernandez

401 West 4th Street,Austin,TX,78701

Alex Angulo

Registered Client Associate
Alex Angulo

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-382-2213
View bio
- AZ
- CA
- CT
- FL
- HI
- IA
- IL
- KS
- MI
- MT
- NV
- NY
- PA
- TX
- WA
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.
100 Crescent Court
Dallas, TX 75201

alex.angulo@ubs.com

Alex Angulo

100 Crescent Court,Dallas,TX,75201

Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services America

View bio

As a Senior Strategist on the UBS Family Advisory and Philanthropy Services team, Debra works with families in understanding their relationship with money, values, and philanthropy. She serves as a thought partner to advisors and their client families, guiding them through wealth transitions and cultivating purposeful philanthropy. Debra navigates dialogue between generations, providing insights and advice on family governance, communication, and the development and activation of charitable giving plans—ensuring family values and philanthropic intentions are thoughtfully woven into both wealth and legacy planning.

Debra brings over 30 years of experience collaborating with UHNW individuals and families, private foundations, and nonprofit organizations, focusing on family wealth and succession planning, design and implementation of giving programs and fundraising strategies, board engagement, donor relations programming, grants administration, and foundation management.

Previously, she directed philanthropy services for the South-Central region at Bank of America Private Bank. She held various leadership positions in nonprofit management, beginning her career in the museum industry, joining the Dallas Museum of Art in 1994., Debra then worked with the Communities Foundation of Texas and Parish Episcopal School.

Debra currently serves as a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower older adults in Dallas to thrive. She also works closely with the Legacy Senior Communities Foundation in Dallas and previously served as a Vice President of the Board of the Aaron Family Jewish Community Center.

A graduate of The University of Texas at Austin with a Bachelor of Arts in Art History, Debra holds the Chartered Advisor in Philanthropy® (CAP®) designation and is Series 7 and Series 63 licensed. Debra lives in Dallas, Texas, and is the proud mom of two sons and a mini dachshund.
Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017, and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender
Christopher Palamara

Director

Portfolio Advisory Group Strategist

View bio
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Introduction
Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

Professional History
Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Education
Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Affiliations
Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
Dayna Moser

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-981-0568
View bio
- AZ
- CA
- CT
- FL
- IL
- MI
- MT
- NV
- NY
- PA
- TX
- WA
As a former strategy consultant at Deloitte Consulting serving their Fortune 500 client base; I realized I was passionate about assisting and advising clients on meeting their goals through strategic thought processes. I enjoy helping people and family groups navigate this journey of prioritized decision making and ultimately find gratification in helping them reach their personal goals.

With 18 years of experience serving clients in financial services I have developed a consultative and collaborative approach to serving the unique needs of ultra-high net worth individuals and families. This approach helps uncover their goals. I immediately take a high-level viewpoint of the situation and then analyze the current situation in a methodical and structured manner. I treat everyone in the family group as an individual and listen to each person and their unique viewpoint. I assist business owners on pre-sale transaction planning, design and facilitate family meetings, plan for philanthropic giving through private foundations and donor advised funds as well as through community foundations. I advise corporate executives on how to hedge, monetize and diversify their single stock positions. I have experience partnering with lending teams to structure borrowing facilities to meet the needs and objectives of the investment or purchase. I have extensive experience collaborating with tax, legal and other personal advisors to create a comprehensive wealth plan for individuals and families.

As an athlete who has trained and completed more than two dozen endurance events including marathons, and triathlons, I have a track record of high achievement. I believe the concept of strategic training carries over into my professional life with a track record of longstanding client relationships both demonstrating high investment performance and high levels of client service. I have been happily married to my spouse, Joe, for 16 years and enjoy spending time with our two children.
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.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201
Alexis Zona

Registered Client Associate
Alexis Zona

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

214-721-1549
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
600 Washington Blvd
Stamford, CT 06901

alexis.zona@ubs.com

Alexis Zona

600 Washington Blvd,Stamford,CT,06901
Brian Hernandez

Client Associate
Brian Hernandez

Client Associate

UBS Financial Services Inc.

Private Wealth Management

401 West 4th Street
Suite 3100
Austin, TX 78701

512-542-7508
View bio
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.
401 West 4th Street
Suite 3100
Austin, TX 78701

brian.hernandez@ubs.com

Brian Hernandez

401 West 4th Street,Austin,TX,78701

Alex Angulo

Registered Client Associate
Alex Angulo

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-382-2213
View bio
- AZ
- CA
- CT
- FL
- HI
- IA
- IL
- KS
- MI
- MT
- NV
- NY
- PA
- TX
- WA
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.
100 Crescent Court
Dallas, TX 75201

alex.angulo@ubs.com

Alex Angulo

100 Crescent Court,Dallas,TX,75201

Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services America

View bio

As a Senior Strategist on the UBS Family Advisory and Philanthropy Services team, Debra works with families in understanding their relationship with money, values, and philanthropy. She serves as a thought partner to advisors and their client families, guiding them through wealth transitions and cultivating purposeful philanthropy. Debra navigates dialogue between generations, providing insights and advice on family governance, communication, and the development and activation of charitable giving plans—ensuring family values and philanthropic intentions are thoughtfully woven into both wealth and legacy planning.

Debra brings over 30 years of experience collaborating with UHNW individuals and families, private foundations, and nonprofit organizations, focusing on family wealth and succession planning, design and implementation of giving programs and fundraising strategies, board engagement, donor relations programming, grants administration, and foundation management.

Previously, she directed philanthropy services for the South-Central region at Bank of America Private Bank. She held various leadership positions in nonprofit management, beginning her career in the museum industry, joining the Dallas Museum of Art in 1994., Debra then worked with the Communities Foundation of Texas and Parish Episcopal School.

Debra currently serves as a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower older adults in Dallas to thrive. She also works closely with the Legacy Senior Communities Foundation in Dallas and previously served as a Vice President of the Board of the Aaron Family Jewish Community Center.

A graduate of The University of Texas at Austin with a Bachelor of Arts in Art History, Debra holds the Chartered Advisor in Philanthropy® (CAP®) designation and is Series 7 and Series 63 licensed. Debra lives in Dallas, Texas, and is the proud mom of two sons and a mini dachshund.
Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017, and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender
Christopher Palamara

Director

Portfolio Advisory Group Strategist

View bio
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Introduction
Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

Professional History
Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Education
Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Affiliations
Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.

The Year Ahead

Discover our scenarios, key questions, and forecasts for 2024, plus take a look back at 2023.

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

More than 160 years

offering financial advice

Purpose. Passion. Performance.

Dayna Moser

Alexis Zona

Brian Hernandez

Alex Angulo

Debra Phares, CAP®

Kevin Walsh

Christopher Palamara

Jennifer Lan