Lasting relationships. For all that matters

• AL
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Tony attended North Texas University and was a successful business owner prior to his career in finance. He owned and operated his own electrical business for over 9 years. In 1999 Tony sold his company and joined Merrill Lynch. He received special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor, and a Special Needs Advisor. He rose to the level of Assistant Vice President at Merrill Lynch, and then to Vice President of Investments at UBS.  Currently Tony is a Vice President of Wealth Management at UBS in Plano, TX.  Tony enjoys spending time with his wife Shellye, and two children, Marcy and Anthony.

• North Texas University

• Chartered Retirement Planning Counselor

• AL
• CA
• FL
• IL
• KY
• LA
• MD
• NJ
• NY
• OH
• PA
• SC
• TX
• UT
• WA

Nathan graduated from the United States Military Academy at West Point and went on to serve his country as an officer in the U.S. Army for 5 years.  In 2002 he began his career in finance at Merrill Lynch.  He went on to obtain special designations as a Certified Financial Manager, Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.  In 2008 The McKinney Group (formerly The Harvey - Smith Group) moved their business to UBS Financial Services Inc. in McKinney, TX.  Nathan started as an Account Vice President at UBS and in 2012 he took on the role of the Senior Wealth Strategist for the team.  In 2015 UBS completed their 13 story office building at the Shops at Legacy.  Nathan and Tony moved thier business into the new space and became "The Legacy Group".  In Nathan's spare time he enjoys riding his Harley and spending time with his wife, Melissa, his daughters Lola and Penny, and his son Nathan Jr.

• United States Military Academy at West Point

• Accredited Asset Management Specialist
• Chartered Retirement Planning Counselor