Your life. Your wealth. Your future.

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Brant began his career over 28 years ago in the financial services industry focusing on serving institutional clients around the country. Prior to joining UBS Institutional Consulting in 2009, he spent 10 years as a Senior Investment Management Consultant and Corporate Client Group Director at Smith Barney, as well as 7 years at Merrill Lynch as a Wealth Advisor. Today, as part of UBS' Wealth Management division, Brant is a trusted advisor to both institutional and high net-worth private clients. Brant is holds a B.S. in Political Science from Southern Methodist University in Dallas Texas, and is both a Chartered Retirement Plans Specialist (CRPS) and an Accredited Investment Fiduciary (AIF). Civically, Brant is a member of the Investment Management Consultants Association (IMCA), Chairman of the West Dallas Community School Foundation, Executive Board Member of the West Dallas Community School, Investment Committee Member of Circle Ten Council Boy Scouts of America Foundation, Advisory Board Member of The Dallas Foundation, a West Dallas Youth Mentor, and Deacon of his church. Brant is married to Ashley and has three children.

• Forbes Best-in-State Wealth Advisors, 2024The 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℠

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• CA
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• CT
• DE
• FL
• GA
• IN
• LA
• MA
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• MN
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• NJ
• NY
• OH
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• Southern Methodist University, B.S. in Finance

• Certified Exit Planning Advisor

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

Cory joined UBS in 2013 after nearly 8 years at JPMorgan's Private Bank and prior tenure at Lockheed Martin Aeronautics. Cory graduated with a bachelor's degree in e-Business and Finance from Texas Christian University and has an M.B.A. from Southern Methodist University with concentrations in finance and financial consulting.

He is involved in a number of professional and non-profit organizations in the Dallas/Fort Worth community and serves on the board of Hunger Busters. He and his wife, Jenny, live with their two children in Dallas.

• Texas Christian University, Bachelor's Degree in e-Business and Finance
• Southern Methodist University, M.B.A. with Concentrations in Finance and Financial Consulting

• Certified Exit Planning Advisor

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• 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 and Finance