Joel joined UBS Private Wealth Management in 2021, after departing J.P. Morgan’s Private Bank as an Executive Director, specializing in investments and portfolio management. Joel spent nearly 15 years with J.P. Morgan where he most recently worked in the Fort Worth Private Bank covering ultra-high net worth clients. Prior to residing in Texas, he was NYC-based, and advised J.P. Morgan’s largest clients within defined benefit plans, endowments, and foundations. 

Joel partners with John Farrell, and together they counsel and manage ultra-high net worth families in Fort Worth, west Texas, and New Mexico. 

Joel is passionate about the outdoors and enjoys hunting, gardening, and time spent in the mountains. Joel is a graduate of Duke University where he earned two varsity letters on the football team. Joel is also very involved in his church and previously sat on their endowment board. He has also held various roles on the board of North Central Texas Alzheimer’s Association.

Joel resides in Fort Worth with his wife, Lauren, and their three children: James (8), Isabelle (5) and Robert (3).  

John joined UBS Private Wealth Management in 2021, as a Senior Vice President, responsible for managing the financial affairs of ultra-high net worth families in Fort Worth, west Texas and southeast New Mexico, most with a large concentration in oil/gas assets. Prior to joining UBS, John spent 10 years at JP Morgan helping to grow and expand their presence throughout the Permian Basin. 

John has Louisiana roots and is a proud graduate of LSU.  During his free time, he enjoys exercising, hunting/fishing and watching LSU sports. He is actively involved with the Equine Greeting Committee for the Fort Worth Stock Show & Rodeo and an Advisory Council member of the Texas Parks & Wildlife Stewards of the Wild – Fort Worth Chapter. 

He currently resides in Aledo with his wife, Danielle, and their three young children.

Patrick Bowler is a Wealth Strategy Associate on the team. He relocated to Fort Worth from Daytona Beach, Florida, to attend Texas Christian University (TCU), where he earned a degree in Economics in 2020. Before joining UBS, Patrick worked on the options trading desk at TD Ameritrade, gaining valuable experience in financial markets and trading strategies. Patrick is happily married to his wife, Callie, and they share their home with their golden retriever, Penny. Outside of work, Patrick is a passionate fan of NASCAR and Notre Dame football.

Krystal Lopez is a client associate who joins the Fort Woth UBS Private Wealth Team from Morgan Stanley with over seven years of client service experience in the financial industry. Krystal received a Bachelor of Business Administration in Finance from Baylor University and a Master’s degree in Business Management from the University of Mary Hardin-Baylor and is fully licensed (Series 7 and 66).

Krystal just recently moved from New Braunfels to Fort Worth and looks forward to exploring all that Fort Worth has to offer. She has a 19 year old daughter named Arianna who is attending community college in San Antonio and works for H-E-B. In Krystal’s spare time she enjoys spending time with family and friends.