Global access. Strategic solutions.

Private Wealth Management

First class flight

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. 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.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Fredrick Lehman

Managing Director–Wealth Management

Financial Advisor

Fred is a Senior Vice President within the Private Wealth Management division of UBS. Prior to joining UBS in 2013, Fred served as a Senior Vice President for Morgan Stanley Wealth Management for 13 years, providing comprehensive wealth management solutions to high net worth individuals and families with complex needs. 

Fred, originally from Ohio, graduated from the Virginia Military Institute in 1991 where he served as Corps Commander and was the recipient of the General Douglas MacArthur award for outstanding cadet leadership. He was commissioned an officer in the Marine Corps and was the honor graduate from his Basic School class.  Fred served as a platoon commander and company executive officer in Fox Co., 2nd Battalion, 5th Marines.  He went on to serve as a company commander and the Assistant Director of Drill Instructor School at Paris Island, MCRD.  Fred attained the rank of Captain and received the Navy Commendation Medal.  After his military career, Fred worked as a Strategic Services Analyst and SAP consultant for Andersen Consulting from 1997-1998. In 1998, Fred left to pursue his MBA from the Cox School of Business at Southern Methodist University, graduating with honors in 2000.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • WY


  • M.B.A., Southern Methodist University Cox School of Business
  • B.A. Economics & Business, Virginia Military Institute
100 Crescent Court
Dallas, TX 75201
  • (214) 965-6167

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager