$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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