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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
Doug has been with UBS in the Fort Worth/Dallas area over 24 years. His team provides personalized financial guidance to business owners, corporate executives, professionals and affluent individuals. Doug holds the Series 7, 63, 65, and variable Life and Annuity licenses.
Whether volunteering at Cooks Children's hospital and the Tarrant County Food Bank or serving on the host committee of the Fort Worth Christian Leadership Prayer Breakfast and finance committees at his church, Doug has numerous past and present community and church related participations. A native Fort Worth Texan, Doug now resides in Parker county with his wife of 27 years. They have three sons, one granddaughter, two horses, and eight chickens.
Vice President–Wealth Management
Financial Advisor
Doug has been with UBS in the Fort Worth/Dallas area over 24 years. His team provides personalized financial guidance to business owners, corporate executives, professionals and affluent individuals. Doug holds the Series 7, 63, 65, and variable Life and Annuity licenses.
Whether volunteering at Cooks Children's hospital and the Tarrant County Food Bank or serving on the host committee of the Fort Worth Christian Leadership Prayer Breakfast and finance committees at his church, Doug has numerous past and present community and church related participations. A native Fort Worth Texan, Doug now resides in Parker county with his wife of 27 years. They have three sons, one granddaughter, two horses, and eight chickens.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
