Critical thinking. Focused on the exceptional.

Private Wealth Management

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.

Start the conversation

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

Managing Director–Wealth Management

Financial Advisor
View bio
- 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

jason.devening@ubs.com

Jason Devening

100 Crescent Court,Dallas,TX,75201
Gregory Pieroni

Managing Director–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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

greg.pieroni@ubs.com

Gregory Pieroni

100 Crescent Court,Dallas,TX,75201
Kerry Fagelman

Managing Director–Wealth Management

Financial Advisor
View bio
- 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

kerry.wildenthal@ubs.com

Kerry Fagelman

100 Crescent Court,Dallas,TX,75201
Amy Sorensen

Associate Director

Investment Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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
Dallas, TX 75201

amy.sorensen@ubs.com

Amy Sorensen

100 Crescent Court,Dallas,TX,75201
Katherine Whitted Groetzinger

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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

brooks.whitted@ubs.com

Katherine Whitted Groetzinger

6100 Fairview Road,Charlotte,NC,28210
Tyler Wood

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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
Dallas, TX 75201

tyler.wood@ubs.com

Tyler Wood

100 Crescent Court,Dallas,TX,75201

Shannon Hogan

Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Shannon joined UBS Private Wealth Management in 2021. She received a Bachelor of Arts in Business Administration/Marketing and a minor in Communications from Ouachita Baptist University. As well as graduating with honors, she also played all four years on the volleyball team.
100 Crescent Court
Dallas, TX 75201

shannon.l.hogan@ubs.com

Shannon Hogan

100 Crescent Court,Dallas,TX,75201

Jason Devening

Managing Director–Wealth Management

Financial Advisor
View bio
- 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

jason.devening@ubs.com

Jason Devening

100 Crescent Court,Dallas,TX,75201
Gregory Pieroni

Managing Director–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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

greg.pieroni@ubs.com

Gregory Pieroni

100 Crescent Court,Dallas,TX,75201
Kerry Fagelman

Managing Director–Wealth Management

Financial Advisor
View bio
- 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

kerry.wildenthal@ubs.com

Kerry Fagelman

100 Crescent Court,Dallas,TX,75201
Amy Sorensen

Associate Director

Investment Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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
Dallas, TX 75201

amy.sorensen@ubs.com

Amy Sorensen

100 Crescent Court,Dallas,TX,75201
Katherine Whitted Groetzinger

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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

brooks.whitted@ubs.com

Katherine Whitted Groetzinger

6100 Fairview Road,Charlotte,NC,28210
Tyler Wood

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- 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
Dallas, TX 75201

tyler.wood@ubs.com

Tyler Wood

100 Crescent Court,Dallas,TX,75201
Shannon Hogan

Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- ID
- IL
- IN
- LA
- MA
- MO
- MS
- NC
- NE
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Shannon joined UBS Private Wealth Management in 2021. She received a Bachelor of Arts in Business Administration/Marketing and a minor in Communications from Ouachita Baptist University. As well as graduating with honors, she also played all four years on the volleyball team.
100 Crescent Court
Dallas, TX 75201

shannon.l.hogan@ubs.com

Shannon Hogan

100 Crescent Court,Dallas,TX,75201

Multigenerational estate and legacy planning

UBS’s estate and trust specialists will work alongside your tax and legal advisors to provide the financial stewardship and insight you need to develop a complete estate planning strategy.

We understand the sensitive family dynamics around wealth transfer, inheritance and philanthropy. We will work with you to integrate your vision and your values into your plan. Our focus is to help ensure the wealth you have created aligns with your objectives and best serves your family legacy. Our conversations will focus on:

Inheritance planning

Family meeting facilitation

Asset titling and ownership

Family meeting facilitation

Lifetime gifting strategies

Income replacement solutions such as life insurance

Trust management

Investment management and risk control

Our team has extensive experience managing portfolios through volatile market cycles with emphasis on asset allocation and diversification.

These important characteristics to portfolio design can help during unpredictable markets. Asset allocation/diversification neither assures a profit nor protects against loss in declining markets. We are always seeking better ways to manage volatility, reduce unnecessary risk and earn your confidence in our ability to execute the right strategy for your needs and comfort. When necessary, we can recommend a number of specialty lending strategies. Whether for business capital, cash flow or a home mortgage, we can tailor a lending solution to your needs and circumstances, which may include:

Mortgage lending

Credit lines

Art

Aircraft

_{All mortgage products are only offered by UBS Mortgage. UBS Mortgage is a trade name for UBS AG, Tampa Branch or, in certain states for certain products, UBS Bank USA. All loans are subject to underwriting, credit and property approval. Not all products are available in all states, or for all loan amounts. Other restrictions and limitations may apply. UBS Mortgage currently offers residential mortgage loans within the 50 states of the United States of America and the District of Columbia. Equal housing lender.}

_{Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.}

Master Limited Partnership Portfolio

Led by a partner with more than 20 years of investment experience in the space, our team runs a midstream MLP portfolio with a proven track record.

Energy infrastructure MLPs are engaged in the storage, transportation and processing of natural gas, crude oil and other refined products. Our portfolio can be a stand-alone investment for those looking for opportunity in the energy infrastructure sector. For the majority of our clients, we include it as a diversifier within the total portfolio we manage. Clients enjoy tax-advantaged distributions with equity-like growth potential within a strategy that has low turnover and a low correlation to equities.

We find pipeline MLPs attractive due to:

Toll road business models

History of steadily rising distributions, generally

Built-in inflation hedge

Favorable tax treatment

_{PMP is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

_{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

_{It is important that you understand the ways in which we conduct business and the applicable laws and regulations that govern us. As a firm providing wealth management services to clients, we are registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Though there are similarities among these services, the investment advisory programs and brokerage accounts we offer are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Financial Advisor. For more information, please visit our web site at www.ubs.com/workingwithus.}

_{We are providing the descriptions above to help you understand services or products we may make available to you, or factors that you should generally consider when deciding whether to engage in any transaction, service or product. Please note that it is important that you evaluate this material and exercise independent judgment when making investment decisions. This information, including any description of specific investment services or products, is marketing material and is solely for the purposes of discussion and for your independent consideration. It should not be viewed as a suggestion or recommendation that you take a particular course of action or as the advice of an impartial fiduciary.}

_{If you would like more details about any of the information provided, or you would like personalized recommendations or advice, please contact your Financial Advisor. We are here to help.}

_{The portfolio will invest in units of Master Limited Partnerships (MLPs). The tax treatment for investors in MLPs is different than that of an investment in stock, including (a) the investor’s share of the MLP’s income, deductions and expenses are reported on Schedule K-1, not Form 1099, (b) because of the possibility of unrelated business taxable income, charitable remainder trusts should not invest in this strategy, and other non-taxable investors (such as ERISA and IRA accounts) should carefully consider whether to invest in this strategy, (c) investors may have to file income tax returns in states in which the MLP’s do business and (d) MLP tax information is sent directly from the partnership which generally has until April 15th to provide this information. You should discuss these and any other tax implications with your tax advisor.}

_{Diversification does not assure a profit or guarantee against loss in declining markets.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Critical thinking. Focused on the exceptional.

Pursuing your goals together

Jason Devening

Gregory Pieroni

Kerry Fagelman

Amy Sorensen

Katherine Whitted Groetzinger

Tyler Wood

Shannon Hogan