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[PWM] Multigenerational family going for walk

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NJ
- 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.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201
Kendyl Howard

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MS
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WY
Kendyl oversees client administration for Dayna Moser's team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 8 years experience in the financial services industry, including 5 years at UBS. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

kendyl.smith@ubs.com

Kendyl Howard

4400 Post Oak Parkway,Houston,TX,77027

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NJ
- 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.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201
Kendyl Howard

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MS
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WY
Kendyl oversees client administration for Dayna Moser's team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 8 years experience in the financial services industry, including 5 years at UBS. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

kendyl.smith@ubs.com

Kendyl Howard

4400 Post Oak Parkway,Houston,TX,77027

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Purpose. Passion. Performance.

Dayna Moser

Kendyl Howard