Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

David Greenman

Senior Vice President

Financial Advisor
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100 Crescent Court
Dallas, TX 75201
Cory David Emerson

Financial Advisor
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100 Crescent Court
Dallas, TX 75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
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- CT
- DC
- DE
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- GA
- HI
- IA
- ID
- IL
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- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
100 Crescent Court
Dallas, TX 75201
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Louise Gunderson

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors and is the top female at the firm. She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals. Louise provides advice and solutions beyond investing to address all areas of her clients’ lives— from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing.

A wealth manager with extensive banking and investment experience

Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a Senior Financial Advisor and Principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).

Local and national media have consistently recognized Louise for her experience and dedication to her clients

Louise has been featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times and as a guest speaker on Fox News and CNBC.

Licenses and Education

Series 7 and 66 securities licenses
B.S., Political Science, Trinity University
Outside of UBS

Louise actively serves on the Northwell Health Auxiliary for Lenox Hill Hospital in New York City. She is a member of C200, which is a community of the most successful women in business driven to advance current and future female leaders. In addition, Louise is a senior mentor for the UBS women’s network. She is an active alumnus with her alma mater Trinity University in Washington, DC, and has served on the Wake Forest Parent’s Council and Duke University’s Cancer Center board.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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 America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
1285 Avenue Of The Americas
New York, NY 10019
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
100 Crescent Court
Dallas, TX 75201

Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
100 Crescent Court
Dallas, TX 75201

David Greenman

Senior Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
100 Crescent Court
Dallas, TX 75201
Cory David Emerson

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
100 Crescent Court
Dallas, TX 75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
100 Crescent Court
Dallas, TX 75201
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Louise Gunderson

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors and is the top female at the firm. She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals. Louise provides advice and solutions beyond investing to address all areas of her clients’ lives— from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing.

A wealth manager with extensive banking and investment experience

Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a Senior Financial Advisor and Principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).

Local and national media have consistently recognized Louise for her experience and dedication to her clients

Louise has been featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times and as a guest speaker on Fox News and CNBC.

Licenses and Education

Series 7 and 66 securities licenses
B.S., Political Science, Trinity University
Outside of UBS

Louise actively serves on the Northwell Health Auxiliary for Lenox Hill Hospital in New York City. She is a member of C200, which is a community of the most successful women in business driven to advance current and future female leaders. In addition, Louise is a senior mentor for the UBS women’s network. She is an active alumnus with her alma mater Trinity University in Washington, DC, and has served on the Wake Forest Parent’s Council and Duke University’s Cancer Center board.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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 America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
1285 Avenue Of The Americas
New York, NY 10019
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
100 Crescent Court
Dallas, TX 75201
Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
100 Crescent Court
Dallas, TX 75201

Are markets going "Back to the Future"?

Financial planning

2022 year-end planning guide

The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

Download the guide

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David Greenman

Cory David Emerson

Ryan Long

Bradford Bernstein, CFP®, CPWA®, CIMA®

Louise Gunderson

Gretchen Fowler

Maria Stathakis