Understanding

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.

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. 

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.