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.

Three people sitting in office

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.

  • Brant-Ferguson

    Brant Ferguson, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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℠
    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
    • IN
    • LA
    • MA
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OK
    • PA
    • TN
    • TX
    • VA
    • WA

      • 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
    • Cory-Durham

      Cory Durham, CEPA

      Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • CT
      • DE
      • FL
      • IN
      • LA
      • MA
      • MI
      • MN
      • NC
      • NJ
      • 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
        100 Crescent Court
        Dallas, TX 75201
        cory.durham@ubs.com
        Cory Durham, CEPA
        100 Crescent Court,Dallas,TX,75201
      • Charlotte

        Charlotte Berry

        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 and Finance
            100 Crescent Court
            Dallas, TX 75201
            charlotte.berry@ubs.com
            Charlotte Berry
            100 Crescent Court,Dallas,TX,75201

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          Global leader

          UBS is a leading and truly global wealth manager

          Insights