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.

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    Fowler Hatley, Chartered Financial Analyst®

    Senior Vice President

    Financial Advisor

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    • CA
    • FL
    • GA
    • LA
    • MD
    • 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
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          Hannah Schildcrout

          Executive / Team Assistant

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            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
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                  Reese Bickham

                  Wealth Strategy Associate

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                        100 Crescent Court
                        Suite 400
                        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

                      Retirement planning

                      Retirement planning

                      Life is unpredictable. Could we be better prepared?

                      For some of life's questions you're not alone. Together we can find the answer.

                      With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      Global leader

                      UBS is a world-leading wealth manager

                      #1

                      For Ultra-High Net Worth clients

                      Euromoney Private Banking and Wealth Management Survey, 2016-2022