Insightful collaboration

The importance of choosing the right advisor

Your primary source for financial advice

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.

Marc E Haggar

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- MD
- NV
- NY
- OH
- OK
- PA
- TX
- UT
Marc E. Haggar brings more than 25 years of experience guiding families and business owners through the complexities of wealth. Known for his candid perspective and highly personalized approach, Marc believes exceptional advice begins with trust. He treats his clients like family, listening closely, asking thoughtful questions, and offering guidance designed to support them through every stage of life.

Marc takes a comprehensive, multi‑disciplinary approach to wealth management, grounded in a deep understanding of financial planning and informed by real‑world experience. Working closely with high‑net‑worth families and business owners across Dallas and throughout East and West Texas, he focuses on building relationships centered on long‑term success for the entire family. His work is defined by mutual respect, transparency, and a genuine commitment to helping clients articulate and achieve their most important goals.

As a Senior Vice President of Wealth Management at UBS, Marc leverages the firm’s sophisticated resources to coordinate investment management, estate planning, asset protection, and tax‑aware strategies into a cohesive, tailored plan. Having spent almost three decades in the industry, he understands that priorities evolve and that effective plans must be dynamic, providing clarity and stability well into the future.

Marc and his wife, Cheryl, live in University Park and they have three children. Marc is a Texas Tech alumni, and outside the office, he can be found outdoors with family and friends—whether on the water, at the ranch, fishing, or hunting. He is actively involved in the community as Boat Captain for the HPHS Bass Fishing Team, a board member of the Cystic Fibrosis Foundation of North Texas, and a member of Highland Park United Methodist Church.
- Texas Tech University, BS Marketing
- Senior Portfolio Manager
- Wealth Advisor
100 Crescent Court
Dallas, TX 75201

m.haggar@ubs.com

Marc E Haggar

100 Crescent Court,Dallas,TX,75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- MA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- TX
Melissa K Neidinger is a Wealth Strategy Associate with over 12 years of experience in wealth management at UBS, and a deep commitment to helping families build clarity, confidence, and long‑term financial well‑being. As a Certified Financial Planner™ with the Haggar Wealth Group, Melissa supports clients through all phases of life by guiding them through a disciplined and personalized financial planning process. She helps families get financially organized, identify what they want their wealth to achieve, and develop a clear roadmap designed to align their financial, lifestyle, and legacy goals.

Melissa is passionate about improving financial literacy in others and believes that informed clients are better equipped to make thoughtful decisions about their wealth and their legacy. She is an integral part of the team’s wealth strategy development and grateful to draw on the team’s collective experience to educate clients and deliver thoughtful, well‑coordinated solutions.

Originally from Tucson, Arizona, Melissa earned a B.S. in Finance from the University of Arizona. She now lives in Dallas with her husband, Jim, and they welcomed their first daughter in 2024. Melissa enjoys traveling, cooking, gardening, and spending time with family and friends.
- University of Arizona , B.S. in Finance
- CERTIFIED FINANCIAL PLANNER
100 Crescent Court
Dallas, TX 75201

melissa.kessler@ubs.com

Melissa (Kessler) Neidinger, CFP

100 Crescent Court,Dallas,TX,75201
Brandi Moulder-Shearin

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- WA
- WY
100 Crescent Court
Dallas, TX 75201

brandi.moulder-shearin@ubs.com

Brandi Moulder-Shearin

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017, and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Matthew Copeland

Executive Director

Regional Sales Director, GWM Client Coverage

View bio
Mike Ross

Executive Director

Structured Solutions Consultant

View bio

Michael is responsible for educating Financial Advisors on the benefits and risk considerations associated with incorporating Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market, leading open architecture platform, including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

Michael joined UBS in 1999 as a Retirement Plan Consultant. Prior to his current role he also held the position of Regional Mutual Fund Consultant. He has over 25 years of financial services experience advising high net worth clients. Michael holds a B.B.A. in Accounting from Texas A&M, Corpus Christi, FINRA Series 7, 63 and 65 licenses.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2020, Debra was with Bank of America Private Bank where she spent eight years as a
Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry, joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive. Debra previously served as a Vice President of the Board of the Aaron Family Jewish Community Center.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelor of Arts in Art History. She holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services, and is also Series 7 and 63 licensed. Debra lives in Dallas, Texas with her two sons and her mini dachshund.

Marc E Haggar

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- MD
- NV
- NY
- OH
- OK
- PA
- TX
- UT
Marc E. Haggar brings more than 25 years of experience guiding families and business owners through the complexities of wealth. Known for his candid perspective and highly personalized approach, Marc believes exceptional advice begins with trust. He treats his clients like family, listening closely, asking thoughtful questions, and offering guidance designed to support them through every stage of life.

Marc takes a comprehensive, multi‑disciplinary approach to wealth management, grounded in a deep understanding of financial planning and informed by real‑world experience. Working closely with high‑net‑worth families and business owners across Dallas and throughout East and West Texas, he focuses on building relationships centered on long‑term success for the entire family. His work is defined by mutual respect, transparency, and a genuine commitment to helping clients articulate and achieve their most important goals.

As a Senior Vice President of Wealth Management at UBS, Marc leverages the firm’s sophisticated resources to coordinate investment management, estate planning, asset protection, and tax‑aware strategies into a cohesive, tailored plan. Having spent almost three decades in the industry, he understands that priorities evolve and that effective plans must be dynamic, providing clarity and stability well into the future.

Marc and his wife, Cheryl, live in University Park and they have three children. Marc is a Texas Tech alumni, and outside the office, he can be found outdoors with family and friends—whether on the water, at the ranch, fishing, or hunting. He is actively involved in the community as Boat Captain for the HPHS Bass Fishing Team, a board member of the Cystic Fibrosis Foundation of North Texas, and a member of Highland Park United Methodist Church.
- Texas Tech University, BS Marketing
- Senior Portfolio Manager
- Wealth Advisor
100 Crescent Court
Dallas, TX 75201

m.haggar@ubs.com

Marc E Haggar

100 Crescent Court,Dallas,TX,75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- MA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- TX
Melissa K Neidinger is a Wealth Strategy Associate with over 12 years of experience in wealth management at UBS, and a deep commitment to helping families build clarity, confidence, and long‑term financial well‑being. As a Certified Financial Planner™ with the Haggar Wealth Group, Melissa supports clients through all phases of life by guiding them through a disciplined and personalized financial planning process. She helps families get financially organized, identify what they want their wealth to achieve, and develop a clear roadmap designed to align their financial, lifestyle, and legacy goals.

Melissa is passionate about improving financial literacy in others and believes that informed clients are better equipped to make thoughtful decisions about their wealth and their legacy. She is an integral part of the team’s wealth strategy development and grateful to draw on the team’s collective experience to educate clients and deliver thoughtful, well‑coordinated solutions.

Originally from Tucson, Arizona, Melissa earned a B.S. in Finance from the University of Arizona. She now lives in Dallas with her husband, Jim, and they welcomed their first daughter in 2024. Melissa enjoys traveling, cooking, gardening, and spending time with family and friends.
- University of Arizona , B.S. in Finance
- CERTIFIED FINANCIAL PLANNER
100 Crescent Court
Dallas, TX 75201

melissa.kessler@ubs.com

Melissa (Kessler) Neidinger, CFP

100 Crescent Court,Dallas,TX,75201
Brandi Moulder-Shearin

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- WA
- WY
100 Crescent Court
Dallas, TX 75201

brandi.moulder-shearin@ubs.com

Brandi Moulder-Shearin

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017, and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Matthew Copeland

Executive Director

Regional Sales Director, GWM Client Coverage

View bio
Mike Ross

Executive Director

Structured Solutions Consultant

View bio

Michael is responsible for educating Financial Advisors on the benefits and risk considerations associated with incorporating Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market, leading open architecture platform, including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

Michael joined UBS in 1999 as a Retirement Plan Consultant. Prior to his current role he also held the position of Regional Mutual Fund Consultant. He has over 25 years of financial services experience advising high net worth clients. Michael holds a B.B.A. in Accounting from Texas A&M, Corpus Christi, FINRA Series 7, 63 and 65 licenses.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2020, Debra was with Bank of America Private Bank where she spent eight years as a
Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry, joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive. Debra previously served as a Vice President of the Board of the Aaron Family Jewish Community Center.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelor of Arts in Art History. She holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services, and is also Series 7 and 63 licensed. Debra lives in Dallas, Texas with her two sons and her mini dachshund.

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Connect with us

One common question we hear from our UBS clients is, “what are other clients doing right now?”

We'd like to highlight a few recent engagements that showcase how our team approaches every strategic planning conversation.

Solving For Predictability

Following a major liquidity event, a high-level executive wanted to convert concentrated cash into predictable, flexible future income—without overexposure to market risk or unnecessary complexity.

HWG Case Study - Predictability.pdf

If you’d like to discuss how similar strategies may help you, please reach out to us.

Empowering the Next Generation

Today’s rising generation is curious, motivated, and eager to learn about money. From first investments and first homes, to side hustles and legacy planning, they’re asking for clarity, confidence, and guidance they can trust.

UBS The Code: Financial confidence for what comes next

Haggar Wealth Group is committed to supporting families across generations. That’s why we continue to grow resources designed specifically for them, intended to spark meaningful conversations and empower the next generation to engage more confidently in financial decisions.

The Code.pdf

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Advice for business owners & entrepreneurs

Creating a legacy for your family’s future

Comprehensive planning for significant wealth

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insightful collaboration

Your primary source for financial advice

Marc E Haggar

Melissa (Kessler) Neidinger, CFP

Brandi Moulder-Shearin

Kevin Walsh

Matthew Copeland

Mike Ross

Debra Phares, CAP®

Marc E Haggar

Melissa (Kessler) Neidinger, CFP

Brandi Moulder-Shearin

Kevin Walsh

Matthew Copeland

Mike Ross

Debra Phares, CAP®

*

*

Education

Credentials

*

*

Education

Credentials

*

*

One common question we hear from our UBS clients is, “what are other clients doing right now?”

Solving For Predictability

Request your report

Thank you! Your request has been submitted.

Empowering the Next Generation

Today’s rising generation is curious, motivated, and eager to learn about money. From first investments and first homes, to side hustles and legacy planning, they’re asking for clarity, confidence, and guidance they can trust.

UBS The Code: Financial confidence for what comes next

Request your report

Thank you! Your request has been submitted.

Defining your priorities. Pursuing what matters.

Advice for business owners & entrepreneurs

Creating a legacy for your family’s future

Comprehensive planning for significant wealth

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

*

Start the conversation

Thank you! Your request has been submitted.