Critical thinking. Focused on the exceptional.

Private Wealth Management

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With the dedication of a boutique firm and access to the resources of one of the world’s leading wealth managers, we advise our clients well beyond their investment needs.

You have already achieved significant success. Our priority is to help preserve what you have accomplished, while enhancing its value for generations to come. We focus on the exceptional—from the credentials and cumulative experience that inform our advice to a level of service that truly goes above and beyond.

Our goal is to be your single point of contact—the trusted Financial Advisors who simplify and enhance your financial life. You’ll find our solutions are thoughtfully designed and each decision we make is tailored for your life—the first time around.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jason Devening

    Jason Devening

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Jason joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. His previous work experience includes seven years at Goldman Sachs, following six years at Morgan Stanley. Currently, Jason serves on the campaigns committee of the North Texas Food Bank. He received his B.B.A. from Southern Methodist University and his M.B.A. from Owen Graduate School of Management at Vanderbilt. His licenses include: Series 3, 7, 63, 65 and life insurance.

          100 Crescent Court
          Dallas, TX 75201
        • Gregory Pieroni

          Gregory Pieroni

          Managing Director–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • HI
          • ID
          • IL
          • IN
          • LA
          • MA
          • MO
          • MS
          • NC
          • NE
          • NH
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • SD
          • TX
          • UT
          • VA
          • WA
          • WI

          Greg joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. Previously, he worked for 15 years at Goldman Sachs after spending five years with Conoco as an oil trader implementing risk management strategies. Greg is the lead portfolio manager for the team’s proprietary $500 million Master Limited Partnership portfolio strategy. He received his B.S. from Louisiana State University and his M.B.A. from Harvard Business School. His licenses include: Series 3, 7, 63, 65 and life insurance.

                100 Crescent Court
                Dallas, TX 75201
              • Kerry Fagelman

                Kerry Fagelman

                Managing Director–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                Kerry joined UBS Private Wealth Management in 2009 after spending 11 years at Goldman Sachs, following five years working for GE Capital in London, Amsterdam, Strasbourg and New York. She is the VP of Finance for UTD‘s Callier Center for Communication Disorders Foundation and serves on the World Affairs Council Advisory Board. Kerry received her B.S. in business administration from The University of North Carolina at Chapel Hill and her M.B.A. from The Sloan School of Management at MIT. Her licenses include: Series 3, 7, 63, 65 and life insurance.

                    100 Crescent Court
                    Dallas, TX 75201
                  • Amy Sorensen

                    Amy Sorensen

                    Authorized Officer

                    Investment Associate

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • ID
                    • IL
                    • LA
                    • MA
                    • MO
                    • MS
                    • NC
                    • NE
                    • NH
                    • NM
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • PR
                    • SC
                    • SD
                    • TX
                    • UT
                    • VA
                    • WA

                    Amy established her career at Goldman Sachs, where she spent 10 years, before joining UBS Private Wealth Management in 2009. She received a Bachelor of Arts in psychology from The University of Texas at Austin. Her licenses include: Series 7 and 63.

                          100 Crescent Court
                          Suite 400
                          Dallas, TX 75201
                        •  Katherine Whitted Groetzinger

                          Katherine Whitted Groetzinger

                          Wealth Strategy Associate

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                          • AR
                          • AZ
                          • CA
                          • CO
                          • DC
                          • DE
                          • FL
                          • ID
                          • IL
                          • LA
                          • MA
                          • MO
                          • MS
                          • NC
                          • NE
                          • NH
                          • NM
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • PR
                          • SC
                          • SD
                          • TX
                          • UT
                          • VA
                          • WA

                          Brooks joined UBS Private Wealth Management in 2016 after working a year in our Charlotte office, following four years at Vanguard. She received a Bachelor of Arts in language and international trade from Clemson University. Her licenses include: Series 6, 7, 63 and 66.

                                6100 Fairview Road
                                Suite 900
                                Charlotte, NC 28210
                              • Tyler Wood

                                Tyler Wood

                                Wealth Strategy Associate

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                                • AR
                                • AZ
                                • CA
                                • CO
                                • DC
                                • DE
                                • FL
                                • ID
                                • IL
                                • LA
                                • MA
                                • MO
                                • MS
                                • NC
                                • NE
                                • NH
                                • NM
                                • NY
                                • OH
                                • OK
                                • OR
                                • PA
                                • PR
                                • SC
                                • SD
                                • TX
                                • UT
                                • VA
                                • WA

                                Tyler joined UBS Private Wealth Management in 2021 after working for two years as the UBS North Texas Wealth Planning Associate. He graduated from Boise State University with a Bachelor of Science in Health Sciences with a minor in Business Management. His licenses include: Series 7,63,66 and is recognized as a Certified Financial Planner ™.

                                    • CERTIFIED FINANCIAL PLANNER™
                                    100 Crescent Court
                                    Suite 400
                                    Dallas, TX 75201
                                  Multigenerational estate and legacy planning

                                  Multigenerational estate and legacy planning

                                  Investment management and risk control

                                  Investment management and risk control

                                  Master Limited Partnership Portfolio

                                  Master Limited Partnership Portfolio

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

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