Knowledge

Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securities and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration. She lives in Fort Worth, Texas with her husband, Tom. They have 2 daughters and four grandchildren.

Joining our team after spending the last two years at UBS-Dallas. As a Wealth Planning Associate, Ben has expertise in the financial and estate planning process for high net worth families. Prior to joining UBS, he spent three years at PricewaterhouseCoopers in Dallas and Chicago working in the financial services group. Ben is a graduate from The University of Texas-Austin McCombs School of Business where he received both his Bachelors and Masters degrees in Accounting.

A graduate of the University of South Carolina's Capstone Honors Program in Finance. Kyle has worked for UBS for four years dividing his time between our home office's Institutional Bond Desk in Weehawken, NJ and the UBS-Plano branch as an expert in financial planning. Kyle also spent six years in New York as the Market Data Program Director for the Copper Development Association. He is married to Carrie and excited to be back in Fort Worth.