Experience

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.

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.

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. 

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.