How can you pursue what matters most?

Mountains in the desert

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Lisanne-Glew

    Lisanne Glew

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Lisanne leads Glew Wealth Management Services, an executive compensation and wealth management practice at UBS. Her team provides advisory and risk management services for executives, board directors and business owners. She has more than 25 years of international executive management experience. At CIBC, a leading North American financial institution, she held leadership roles in corporate finance, risk management and private wealth management. Lisanne holds a Law Degree, an MBA, is an Accredited Wealth Management Advisor(AWMA®) and a Certified Divorce Financial Analyst(CDFA®).

    She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas, The Center for Vital Longevity at The University of Texas at Dallas, The Institute for Excellence in Corporate Governance, Executive Connection, Collaborative Divorce Texas and the Institute for Divorce Financial Analysts.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Accredited Wealth Management Advisor℠
      • Certified Divorce Financial Analyst
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    •  Piers-Hurley

      Piers Hurley, CFA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • FL
      • GA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MO
      • MT
      • NE
      • NY
      • OH
      • OR
      • TX
      • UT
      • WA

      Piers holds the Chartered Financial Analyst designation and a degree in International Business from Rhodes College in Memphis, Tennessee. Piers leads the Hurley Group and is a Senior Retirement Plan Consultant. Piers advises Plan Sponsor Investment Committees on fiduciary best practices, governance, investment analysis and asset allocation decisions.

        • Rhodes College, International Business
        • Chartered Financial Analyst®
        • Senior Retirement Plan Consultant
        100 Crescent Court
        Dallas, TX 75201

      The Year Ahead - Sustainable Investing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

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