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$3.9 trillion
In invested assets globally
As of 12/31/2022
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Financial Advisor
Greg has been working with investors in the Fort Worth office for over 32 years. He is a charter member of the UBS Financial Service Inc.'s Investment Advisory Council, and a member of UBS Financial Service Inc.'s President's Council.
In 2010, Greg successfully completed the UBS Wealth Advisor Program. This achievement represents UBS certification to address complex client needs with a comprehensive array of wealth management services.
Greg has previously taught an investment course for the Senior Education Program of Tarrant County Community College, and served on the Board of Directors for the First Tee of Ft. Worth from 2006-2016. After receiving his Bachelor of Science degree in Accounting from Arizona State University (1980), Greg moved to Fort Worth. He is married to Terri and they have two sons, Kyle and Ben.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Greg has been working with investors in the Fort Worth office for over 32 years. He is a charter member of the UBS Financial Service Inc.'s Investment Advisory Council, and a member of UBS Financial Service Inc.'s President's Council.
In 2010, Greg successfully completed the UBS Wealth Advisor Program. This achievement represents UBS certification to address complex client needs with a comprehensive array of wealth management services.
Greg has previously taught an investment course for the Senior Education Program of Tarrant County Community College, and served on the Board of Directors for the First Tee of Ft. Worth from 2006-2016. After receiving his Bachelor of Science degree in Accounting from Arizona State University (1980), Greg moved to Fort Worth. He is married to Terri and they have two sons, Kyle and Ben.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
