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
- NM
- NV
- NY
- OH
- TX
- UT
Marc Haggar works closely with high net worth families and business owners in Dallas, and many East and West Texas communities to build meaningful relationships that focus on long-term financial success for the entire family. He forms very deep relationships with his clients rooted in a mutual trust and understanding, by learning everything he can about their needs and wishes to ensure a long-lasting friendship and professional relationship.

Marc leverages the sophisticated resources of UBS to coordinate investment, estate, asset protection, and tax planning, thus implementing a tailored strategy best suited for achieving a client's goals and wishes. Having spent over 22 years in the industry, Marc understands how priorities can change quickly, and the need for a dynamic plan that can evolve over time and provide stability long after retirement.

Marc is now Senior Vice President of Wealth Management at UBS and has acquired the Senior Portfolio Manager and Wealth Advisor designations. Prior to joining UBS he spent time as an advisor at both Merrill Lynch and Morgan Stanley where he mastered the principles of holistic wealth management, asset allocation, and long-term financial planning. Marc graduated from Texas Tech with a B.S. in Marketing, and holds the series 7, 63, 65, and Insurance licenses.

Marc happily resides in University Park, TX with his wife, Cheryl, and three kids, Campbell, Claire, and Carter. Marc enjoys spending time out outdoors with friends and family, fishing, and hunting. He is involved in the community as the Boat Captain for HPHS Bass Fishing Team, a Board Member of the Cystic Fibrosis Foundation of North Texas, and a member of the 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 has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for Haggar Wealth Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
- 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
Laura Lei Godfrey

Team Administrator
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
Laura Godfrey began her career with UBS in 2009 and supports the team by working closely with clients on administrative issues. Laura earned a B.A. in communication from Texas A&M University, holds Series 7 and 66 securities licenses as well as her Texas Insurance License.
- Texas A&M University, B.A. in Communication
100 Crescent Court
Dallas, TX 75201

laura.godfrey@ubs.com

Laura Lei Godfrey

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

Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- MI
- MO
- NC
- ND
- NM
- NV
- NY
- PA
- TN
- TX
100 Crescent Court
Dallas, TX 75201

brandi.moulder-shearin@ubs.com

Brandi Moulder-Shearin

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #947868

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

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.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Introduction
Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

Professional History
Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Education
Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Affiliations
Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.

Marc E Haggar

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- MD
- NM
- NV
- NY
- OH
- TX
- UT
Marc Haggar works closely with high net worth families and business owners in Dallas, and many East and West Texas communities to build meaningful relationships that focus on long-term financial success for the entire family. He forms very deep relationships with his clients rooted in a mutual trust and understanding, by learning everything he can about their needs and wishes to ensure a long-lasting friendship and professional relationship.

Marc leverages the sophisticated resources of UBS to coordinate investment, estate, asset protection, and tax planning, thus implementing a tailored strategy best suited for achieving a client's goals and wishes. Having spent over 22 years in the industry, Marc understands how priorities can change quickly, and the need for a dynamic plan that can evolve over time and provide stability long after retirement.

Marc is now Senior Vice President of Wealth Management at UBS and has acquired the Senior Portfolio Manager and Wealth Advisor designations. Prior to joining UBS he spent time as an advisor at both Merrill Lynch and Morgan Stanley where he mastered the principles of holistic wealth management, asset allocation, and long-term financial planning. Marc graduated from Texas Tech with a B.S. in Marketing, and holds the series 7, 63, 65, and Insurance licenses.

Marc happily resides in University Park, TX with his wife, Cheryl, and three kids, Campbell, Claire, and Carter. Marc enjoys spending time out outdoors with friends and family, fishing, and hunting. He is involved in the community as the Boat Captain for HPHS Bass Fishing Team, a Board Member of the Cystic Fibrosis Foundation of North Texas, and a member of the 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 has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for Haggar Wealth Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
- 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
Laura Lei Godfrey

Team Administrator
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MI
- MO
- NC
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- VA
Laura Godfrey began her career with UBS in 2009 and supports the team by working closely with clients on administrative issues. Laura earned a B.A. in communication from Texas A&M University, holds Series 7 and 66 securities licenses as well as her Texas Insurance License.
- Texas A&M University, B.A. in Communication
100 Crescent Court
Dallas, TX 75201

laura.godfrey@ubs.com

Laura Lei Godfrey

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

Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- MI
- MO
- NC
- ND
- NM
- NV
- NY
- PA
- TN
- TX
100 Crescent Court
Dallas, TX 75201

brandi.moulder-shearin@ubs.com

Brandi Moulder-Shearin

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #947868

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

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.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Introduction
Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

Professional History
Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Education
Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Affiliations
Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.

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.

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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.

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We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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

Laura Lei Godfrey

Brandi Moulder-Shearin

Kevin Walsh

Matthew Copeland

Mike Ross

Debra Phares, CAP®

Jennifer Lan