Your goals. Our comprehensive plan.

Looking out at city through window

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • FH headshot

    Fowler Hatley, Chartered Financial Analyst®

    Senior Vice President

    Financial Advisor

    • image
    • image
    • image
    • CO
    • FL
    • GA
    • LA
    • MD
    • OK
    • TX

    Fowler Hatley joined UBS in 2019 bringing over 30 years of broad-based investment experience including both institutional and private wealth client portfolio management.  Prior to joining UBS Fowler worked in various portfolio management, analytical, and trading capacities with Bank of America, Citibank, III/AVM Hedge Fund, and AIG Corporation.

    As a discretionary portfolio manager, he utilizes UBS’ top down global macro views in combination with individual bottoms-up investment analysis to construct portfolios customized to unique client objectives. Fowler works closely with clients to actively optimize and rebalance portfolio allocations in response to changing markets and objectives.

    Fowler earned a B.B.A. from the University of Texas at Austin and has achieved the right to use the Chartered Financial Analyst CFA® designation.  Fowler and his wife Kelly have a son, Collins, and a daughter, Jennifer.  Away from the office he is active in tennis, golf, and fitness.

          100 Crescent Court
          Suite 400
          Dallas, TX 75201
          fowler.hatley@ubs.com
          Fowler Hatley, Chartered Financial Analyst®
          100 Crescent Court,Dallas,TX,75201
        • hs

          Hannah Schildcrout

          Client Associate

          • image
          • image
          • image

            Hannah began her career in Private Wealth Management when she joined UBS as a Client Service Associate in 2021, after graduating from SUNY Binghamton. Her focus is being the main point of contact for day-to-day operations as well as being readily available for client requests.   

                  100 Crescent Court
                  Suite 400
                  Dallas, TX 75201
                  hannah.schildcrout@ubs.com
                  Hannah Schildcrout
                  100 Crescent Court,Dallas,TX,75201

                Private Wealth Management

                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                Executive decisions

                Executive decisions

                Family wealth for generations

                Family wealth for generations

                Outlook on interest rates

                cover art of women's document

                Women, wealth and well-being

                The challenges women breadwinners face embracing their financial clout

                Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                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