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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.

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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.

David Greenman

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. Greenman Wealth Management was formed to better serve our clients.

California Insurance License # 0M78134
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201

david.greenman@ubs.com,greenmanemersonlongwealthmanagement@ubs.com

David Greenman

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
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  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 in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201

ryan.long@ubs.com

Ryan Long

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
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  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 (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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.
- Boston University, B.A.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

bradford.bernstein@ubs.com

Bradford Bernstein, CFP®, CPWA®, CIMA®

1735 Market Street,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
- VI
- 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 April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in June/July 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, 2024
  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, 2022, 2023, 2024The 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 (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.
- Trinity University, B.S., Political Science
- Series 7 & 66 security licenses
1285 Avenue Of The Americas
New York, NY 10019

louise.gunderson@ubs.com

Louise Gunderson

1285 Avenue Of The Americas,New York,NY,10019
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TX
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201

gretchen.fowler@ubs.com

Gretchen Fowler

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
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.

Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

maria.stathakis@ubs.com

Maria Stathakis

100 Crescent Court,Dallas,TX,75201

David Greenman

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. Greenman Wealth Management was formed to better serve our clients.

California Insurance License # 0M78134
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201

david.greenman@ubs.com,greenmanemersonlongwealthmanagement@ubs.com

David Greenman

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
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  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 in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201

ryan.long@ubs.com

Ryan Long

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
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  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 (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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.
- Boston University, B.A.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

bradford.bernstein@ubs.com

Bradford Bernstein, CFP®, CPWA®, CIMA®

1735 Market Street,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
- VI
- 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 April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in June/July 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, 2024
  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, 2022, 2023, 2024The 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 (Private Wealth & High-Net Worth), 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.
- Trinity University, B.S., Political Science
- Series 7 & 66 security licenses
1285 Avenue Of The Americas
New York, NY 10019

louise.gunderson@ubs.com

Louise Gunderson

1285 Avenue Of The Americas,New York,NY,10019
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TX
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201

gretchen.fowler@ubs.com

Gretchen Fowler

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
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.

Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

maria.stathakis@ubs.com

Maria Stathakis

100 Crescent Court,Dallas,TX,75201

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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.}

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Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

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David Greenman

Ryan Long

Bradford Bernstein, CFP®, CPWA®, CIMA®

Louise Gunderson

Gretchen Fowler

Maria Stathakis