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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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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