Experience

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.

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.

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.

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.

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.