Your life. Your wealth. Your future. Pursue what matters most

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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.

  • B Ferguson

    Brant Ferguson, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IN
    • LA
    • MA
    • ME
    • MI
    • MN
    • NC
    • NJ
    • OH
    • OK
    • PA
    • TN
    • TX
    • VA
    • WA

    Brant is a founding partner of the Ferguson, O’Connell, Durham Wealth Management Group and brings over 33 years of experience working with High Net Worth and Institutional clients nationwide. Before joining UBS Institutional Consulting in 2009, he spent a decade as a Senior Investment Management Consultant and Corporate Client Group Director at Smith Barney, along with seven years as a Financial Advisor at Merrill Lynch. Currently, within UBS' Wealth Management division, Brant serves as a trusted advisor to both institutional and high net-worth private clients and has been recognized as a Forbes Best-In-State Wealth Advisor in Texas for 2024 and 2025. He holds a B.S. in Political Science from Southern Methodist University and holds designations as a Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®). Brant is actively involved in his community, serving on the investment committee and previously as Chairman of the West Dallas Community School Foundation, as an Advisory Board Member and former Executive Board Member of the West Dallas Community School, on the investment committee of the Circle Ten Council Boy Scouts of America Foundation, on the Advisory Board of The Dallas Foundation, and as a Deacon at his church. He is married to Ashley and together they have three children.

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Southern Methodist University, B.S. in Political Science
    • Chartered Retirement Plans Specialist℠
    100 Crescent Court
    Dallas, TX 75201
    brant.ferguson@ubs.com
    Brant Ferguson, CRPS
    100 Crescent Court,Dallas,TX,75201
  • Andrew-O'Connell

    Andy O'Connell, CEPA

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • LA
    • MA
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • VA
    • WA

    Andy is a founding partner of the Ferguson, O’Connell, Durham Wealth Management Group and brings 23 years of wealth management experience to leading the team’s wealth planning practice. By leveraging UBS resources and working closely with clients’ other trusted advisors, he focuses on advising ultra-high-net-worth individuals and families across the full spectrum of wealth planning, including tax-efficient strategies, estate and multigenerational wealth transfer, philanthropic planning, and navigating financial transitions as clients move into new professional or personal phases of life. By integrating investment management with long-term planning, Andy helps clients address the unique complexities of significant wealth while ensuring alignment with their broader financial, family, and legacy objectives.

    Andy joined UBS in 2013 after a decade at J.P. Morgan Private Bank in roles ranging from Portfolio Manager to Investment Team Lead. He is a Certified Exit Planning Advisor® (CEPA®) and holds the UBS Portfolio Manager designation in connection with the UBS Portfolio Management Program. Andy earned a B.S. in finance from the Cox School of Business at Southern Methodist University and is an alumnus of the Leadership Arts Institute/Business Council for the Arts in Dallas. Andy and his wife, Alexis, have a young son and are actively involved in their school community as well as organizations benefiting family homelessness and children’s advocacy.

      • Southern Methodist University, B.S. in Finance
      • Certified Exit Planning Advisor
      100 Crescent Court
      Dallas, TX 75201
      andy.oconnell@ubs.com
      Andy O'Connell, CEPA
      100 Crescent Court,Dallas,TX,75201
    • C Durham

      Cory Durham, CEPA

      Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IN
      • LA
      • MA
      • MI
      • MN
      • NC
      • NJ
      • OH
      • OK
      • PA
      • TN
      • TX
      • VA
      • WA

      Cory is a founding partner of the Ferguson, O’Connell, Durham Wealth Management group at UBS. With two decades of experience guiding ultra-high-net-worth clients, Cory is known for combining strategic expertise with a thoughtful, highly personalized approach. He helps clients navigate life’s most complex financial decisions with clarity and confidence. 

      Before joining UBS in 2013, Cory spent nearly eight years at JPMorgan Private Bank, following his early career at Lockheed Martin Aeronautics. Today, he focuses on portfolio construction, investment consulting, and risk management, working with a select group of business owners, corporate executives, and multigenerational families. His approach is designed to simplify complexity and align with each client’s long-term goals, drawing on the intellectual capital of UBS and insights from leading tax and legal professionals. 

      Cory earned a bachelor’s degree in e-Business with a minor in finance from Texas Christian University and an MBA from the Cox School of Business at Southern Methodist University, where he concentrated in finance and financial consulting. He is also a Certified Exit Planning Advisor (CEPA®), helping business owners prepare for and successfully navigate business exits. 

      Outside the office, Cory cherishes time with his wife, Jenny, and their two sons, Bowen and Brooks. He believes that true wealth goes beyond numbers—it’s about creating security and leaving a lasting impact for the people who matter most.

        • Texas Christian University, Bachelor's Degree in e-Business with a Finance Minor
        • Southern Methodist University, M.B.A. with Concentrations in Finance and Financial Consulting
        • Certified Exit Planning Advisor
        100 Crescent Court
        Dallas, TX 75201
        cory.durham@ubs.com
        Cory Durham, CEPA
        100 Crescent Court,Dallas,TX,75201
      • C Berry

        Charlotte Berry

        Senior Registered Client Associate

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        • CO
        • FL
        • IN
        • LA
        • TX

        Charlotte has worked in finance since 2014 and has been with UBS since 2016. With a father and uncle in wealth management, Charlotte has grown up with close ties to the business and once spent summers in high school as a UBS intern. From this early internship to present, she has experienced nearly every aspect of the wealth management industry, enhancing the client experience by providing operational and administrative assistance to both clients and the Advisors on our team. Charlotte is a graduate of TCU and an avid Horned Frog fan. She likes to stay active in the Dallas community and is a member of the Junior League of Dallas and the Dallas Cotillion Club. If she is not helping her local community, you can find her enjoying time with friends or at home with her beloved pet dog and cat.

          • Texas Christian University, Bachelor's Degree in e-Business with a Finance Minor
            100 Crescent Court
            Dallas, TX 75201
            charlotte.berry@ubs.com
            Charlotte Berry
            100 Crescent Court,Dallas,TX,75201
          • Meg Daniel

            Meg Daniel

            Client Associate

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              Meg began working in the Financial industry in 1995 and has been with UBS since 2015.  She has built a career supporting clients and teams across a wide range of roles.  Meg's background spans every facet of support functions, giving her a deep understanding of both operational excellence and the importance of delivering exceptional service.  She takes pride in fostering strong client relationships and ensuring every interaction reflects a commitment to client care.

              Outside of work, Meg values quality time with her family, which includes two daughters and two bonus sons.  She enjoys watching football, especially when it comes to supporting her favorite team, the Dallas Cowboys. 

                    100 Crescent Court
                    Dallas, TX 75201
                    meg.daniel@ubs.com
                    Meg Daniel
                    100 Crescent Court,Dallas,TX,75201

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  Global leader

                  UBS is a leading and truly global wealth manager

                  #1

                  for High Net-Worth clients

                  Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                  Approach your financial future with confidence

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                  Maximize your potential wealth

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                  Empower your investments

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                  Estate planning strategies

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                  Are you ready for anything?

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                  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.

                  Planning for business owners

                  Strategies to help you through the stages

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                  Advice for business owners & entrepreneurs

                  Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

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                  Wealth transfer across generations

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                  Business transition & succession planning

                  Plan your exit

                  Welcome your future

                  Learn more from our Certified Exit Planning Advisors

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