Global access. Strategic solutions.

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.

Start the conversation

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.

Estate planning strategies

We have the experience and insight to help you preserve assets, reduce estate tax exposure and transition wealth to future generations. With our access to an extensive network of estate planning professionals, we will work closely together to help you build a comprehensive plan for transitioning assets to future generations.

House View Monthly

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

Insights

Charitable Giving Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

Charitable Giving and Legacy Planning

Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.

Listen now

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Smart planning for executives

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Connect with us

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

Dreamers and doers
Intellects and experts
Planners and practitioners

They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

Start the conversation

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.

Fredrick Lehman

Managing Director–Wealth Management

Financial Advisor
Fredrick Lehman

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6167
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
- WV
- WY
Serving Private Wealth clients with knowledge, discipline and care

Fred is a Managing Director with UBS's Private Wealth Management division, serving clients with knowledge, discipline, and care. Before joining UBS in 2013, he was a Senior Vice President at Morgan Stanley for thirteen years, providing wealth management solutions to high-net-worth individuals and families.

Planning today for tomorrow

Fred received his education at the Virginia Military Institute, where he was Corps Commander in his senior year. Upon graduation, he became an officer in the Marine Corps, serving as platoon commander in Fox 2nd Battalion, 5th Marines, with deployments to Somalia. He later served as a company commander and Assistant Director of Drill Instructor School at Paris Island.

After completing his military service, Fred joined Andersen Consulting, working in IT Consulting and Strategic Services. He then attended the Cox School of Business at SMU, where he was class president and graduated with honors, earning an MBA in Finance.

As a Private Wealth Advisor and Senior Portfolio Manager at UBS, Fred offers a range of tailored services, including complex estate and wealth planning, investment management, option and hedging strategies, retirement planning, and risk management. His expertise ensures that clients' financial goals are aligned and proactively addressed.

Fred has received industry recognition from publications such as Barron’s and the Dallas Business Journal. His reputation as a trusted advisor is built on his commitment to delivering personalized solutions and fostering enduring client relationships. His dedication, experience, and diverse skill set have made him a highly sought-after professional among business owners, executives, and families seeking sophisticated financial expertise and white glove service.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

fred.lehman@ubs.com

Fredrick Lehman

100 Crescent Court,Dallas,TX,75201
Laura Godfrey

Authorized Officer

Team Administrator
Laura Godfrey

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6165
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
Serving Private Wealth clients with knowledge, discipline and care

Laura Godfrey began her career at UBS in 2009. As a Senior Registered Client
Service Associate she runs the day-to-day operations and works closely with clients
on any family financial and administrative issues. As a graduate from Texas A&M
University, one of her core values is "Selfless Service." She personifies this value by
building trust through communication, and delivering timely and effective solutions.

Understanding exceptional families and all that matters
For more than 15 years, Laura has worked with a select group of exceptional
families. She has found that the greater your wealth, the greater your need for
advice, oversight and a trusted team to handle the details for each generation. She
is dedicated to earning your confidence in all she does, so you have more freedom
to pursue your commitments to everything and everyone else that matters.

Education and credentials

B.A. in Communication from Texas A&M University
Series 7 and 66 securities licenses
Texas Insurance License

Outside of UBS

Laura enjoys a well made pair of cowboy boots, watching baseball, and spending time with friends and family at the lake.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

laura.godfrey@ubs.com

Laura Godfrey

100 Crescent Court,Dallas,TX,75201
Amy Michelle Howe

Associate Director

Team Administrator
Amy Michelle Howe

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6112
View bio
- AZ
- CA
- CO
- FL
- GA
- IN
- LA
- MA
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- VA
- WA
- WY
Relationships are the reward

Amy joined UBS from Morgan Stanley in 2013. She began her career in 1998 behind the scenes in the back-office, learning the intricacies of branch operations and administration. Seeking to work more directly with clients, Amy moved into the position of Team Associate, and then on to Team Administrator. Amy is committed to providing excellent service by anticipating the day-to-day needs of clients and ensuring the smooth execution of all facets of the client experience.

Credentials that build confidence

B.A. in Psychology from Southern Methodist University; Minor in Economics
Series 3, 7, 31, 63 and 65 securities licenses
UBS Team Associate Advisory Council 2019-2020 (2 year term)

Outside of UBS

Amy lives in Dallas with her husband, Dave, and their twin daughters. In her spare time, she enjoys training for marathons and summer vacations to Northern Michigan with family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

amy.howe@ubs.com

Amy Michelle Howe

100 Crescent Court,Dallas,TX,75201
Thomas Richter, CFP, CPWA, CIMA, CEPA

Senior Wealth Strategy Associate
Thomas Richter, CFP, CPWA, CIMA, CEPA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

210-805-1027
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
- WY
Educate & Empower

Before joining UBS, Tom served on active duty, 10 years, in the US Navy as a Weapons Systems Officer (WSO) in the F/A-18F Super Hornet and as an Associate Professor of Naval Science at Norfolk State University and Hampton Roads University. This background brings a divergent approach to client service, investing, risk management and financial planning.

Prior to joining the Fred Lehman's Team, Tom was a Wealth Planning Associate at UBS for five years. In this role, he supported Financial Advisors and their clients all around the US, specializing in financial planning while simultaneously earning multiple designations. He enjoys getting to know each client’s Needs, Wants, and Wishes to develop a tailored financial plan that matches the individual’s dynamic lifestyle and goals. Tom believes in being proactive, not reactive.

Tom specializes in building financial plans that encompass retirement planning, corporate stock options, selling of a business, legacy planning, and philanthropy.

After separating from active duty, Tom is now a Navy Reservist, participating in military exercises all over the world. Through the constant pursuit of servant leadership Tom strives to present our clients with keen insights and opportunities to make their dreams a reality.

Credentials that build confidence

B.A., French & Spanish, Texas State University
MBA, The College of William & Mary
Series 7, 66 securities license
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor®
Certified Investment Management Analyst®
Certified Exit Planning Advisor®
Accredited Wealth Management Advisor®
Retirement Management Advisor®
Texas General Lines Insurance license

Outside of UBS

Tom and his family live in San Antonio, TX. He enjoys tracking his car at High Performance Driver Education (HPDE) events at different racetracks around the US. Tom and his wife enjoy wine-walks, yoga, bike rides with their daughter, and hiking at different parks.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

thomas.richter@ubs.com

Thomas Richter, CFP, CPWA, CIMA, CEPA

200 Concord Plaza Drive,San Antonio,TX,78216

Fredrick Lehman

Managing Director–Wealth Management

Financial Advisor
Fredrick Lehman

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6167
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
- WV
- WY
Serving Private Wealth clients with knowledge, discipline and care

Fred is a Managing Director with UBS's Private Wealth Management division, serving clients with knowledge, discipline, and care. Before joining UBS in 2013, he was a Senior Vice President at Morgan Stanley for thirteen years, providing wealth management solutions to high-net-worth individuals and families.

Planning today for tomorrow

Fred received his education at the Virginia Military Institute, where he was Corps Commander in his senior year. Upon graduation, he became an officer in the Marine Corps, serving as platoon commander in Fox 2nd Battalion, 5th Marines, with deployments to Somalia. He later served as a company commander and Assistant Director of Drill Instructor School at Paris Island.

After completing his military service, Fred joined Andersen Consulting, working in IT Consulting and Strategic Services. He then attended the Cox School of Business at SMU, where he was class president and graduated with honors, earning an MBA in Finance.

As a Private Wealth Advisor and Senior Portfolio Manager at UBS, Fred offers a range of tailored services, including complex estate and wealth planning, investment management, option and hedging strategies, retirement planning, and risk management. His expertise ensures that clients' financial goals are aligned and proactively addressed.

Fred has received industry recognition from publications such as Barron’s and the Dallas Business Journal. His reputation as a trusted advisor is built on his commitment to delivering personalized solutions and fostering enduring client relationships. His dedication, experience, and diverse skill set have made him a highly sought-after professional among business owners, executives, and families seeking sophisticated financial expertise and white glove service.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

fred.lehman@ubs.com

Fredrick Lehman

100 Crescent Court,Dallas,TX,75201
Laura Godfrey

Authorized Officer

Team Administrator
Laura Godfrey

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6165
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
Serving Private Wealth clients with knowledge, discipline and care

Laura Godfrey began her career at UBS in 2009. As a Senior Registered Client
Service Associate she runs the day-to-day operations and works closely with clients
on any family financial and administrative issues. As a graduate from Texas A&M
University, one of her core values is "Selfless Service." She personifies this value by
building trust through communication, and delivering timely and effective solutions.

Understanding exceptional families and all that matters
For more than 15 years, Laura has worked with a select group of exceptional
families. She has found that the greater your wealth, the greater your need for
advice, oversight and a trusted team to handle the details for each generation. She
is dedicated to earning your confidence in all she does, so you have more freedom
to pursue your commitments to everything and everyone else that matters.

Education and credentials

B.A. in Communication from Texas A&M University
Series 7 and 66 securities licenses
Texas Insurance License

Outside of UBS

Laura enjoys a well made pair of cowboy boots, watching baseball, and spending time with friends and family at the lake.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

laura.godfrey@ubs.com

Laura Godfrey

100 Crescent Court,Dallas,TX,75201
Amy Michelle Howe

Associate Director

Team Administrator
Amy Michelle Howe

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Dallas, TX 75201

214-965-6112
View bio
- AZ
- CA
- CO
- FL
- GA
- IN
- LA
- MA
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- VA
- WA
- WY
Relationships are the reward

Amy joined UBS from Morgan Stanley in 2013. She began her career in 1998 behind the scenes in the back-office, learning the intricacies of branch operations and administration. Seeking to work more directly with clients, Amy moved into the position of Team Associate, and then on to Team Administrator. Amy is committed to providing excellent service by anticipating the day-to-day needs of clients and ensuring the smooth execution of all facets of the client experience.

Credentials that build confidence

B.A. in Psychology from Southern Methodist University; Minor in Economics
Series 3, 7, 31, 63 and 65 securities licenses
UBS Team Associate Advisory Council 2019-2020 (2 year term)

Outside of UBS

Amy lives in Dallas with her husband, Dave, and their twin daughters. In her spare time, she enjoys training for marathons and summer vacations to Northern Michigan with family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
100 Crescent Court
Dallas, TX 75201

amy.howe@ubs.com

Amy Michelle Howe

100 Crescent Court,Dallas,TX,75201
Thomas Richter, CFP, CPWA, CIMA, CEPA

Senior Wealth Strategy Associate
Thomas Richter, CFP, CPWA, CIMA, CEPA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

210-805-1027
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
- WY
Educate & Empower

Before joining UBS, Tom served on active duty, 10 years, in the US Navy as a Weapons Systems Officer (WSO) in the F/A-18F Super Hornet and as an Associate Professor of Naval Science at Norfolk State University and Hampton Roads University. This background brings a divergent approach to client service, investing, risk management and financial planning.

Prior to joining the Fred Lehman's Team, Tom was a Wealth Planning Associate at UBS for five years. In this role, he supported Financial Advisors and their clients all around the US, specializing in financial planning while simultaneously earning multiple designations. He enjoys getting to know each client’s Needs, Wants, and Wishes to develop a tailored financial plan that matches the individual’s dynamic lifestyle and goals. Tom believes in being proactive, not reactive.

Tom specializes in building financial plans that encompass retirement planning, corporate stock options, selling of a business, legacy planning, and philanthropy.

After separating from active duty, Tom is now a Navy Reservist, participating in military exercises all over the world. Through the constant pursuit of servant leadership Tom strives to present our clients with keen insights and opportunities to make their dreams a reality.

Credentials that build confidence

B.A., French & Spanish, Texas State University
MBA, The College of William & Mary
Series 7, 66 securities license
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor®
Certified Investment Management Analyst®
Certified Exit Planning Advisor®
Accredited Wealth Management Advisor®
Retirement Management Advisor®
Texas General Lines Insurance license

Outside of UBS

Tom and his family live in San Antonio, TX. He enjoys tracking his car at High Performance Driver Education (HPDE) events at different racetracks around the US. Tom and his wife enjoy wine-walks, yoga, bike rides with their daughter, and hiking at different parks.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

thomas.richter@ubs.com

Thomas Richter, CFP, CPWA, CIMA, CEPA

200 Concord Plaza Drive,San Antonio,TX,78216

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Fred Lehman

Private Wealth Management

Estate planning strategies

House View Monthly

Turn possibilities into a plan

A leading global wealth manager

Insights

Charitable Giving Rules of the Road

Charitable Giving and Legacy Planning

Request your report

Thank you! Your request has been submitted.

You. Connected.

You. Connected.

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Tailored lending

Tailored lending

Smart planning for executives

Smart planning for executives

UBS Private Wealth Management

Your primary source for financial advice

Fredrick Lehman

Laura Godfrey

Amy Michelle Howe

Thomas Richter, CFP, CPWA, CIMA, CEPA

Fredrick Lehman

Laura Godfrey

Amy Michelle Howe

Thomas Richter, CFP, CPWA, CIMA, CEPA

*

*

Education

Credentials

*

*

Education

Credentials

*

*

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.