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Hugh Stephenson, CFA

Senior Vice President–Wealth Management

Financial Advisor

Hugh has been a Financial Advisor since 1983. Prior to UBS he served as Senior Vice President – Investments with Oppenheimer & Co. in Atlanta and as Account Executive with Merrill Lynch & Co in Atlanta. Hugh is a Chartered Financial Analyst and is a member of several professional organizations, including the CFA Institute & the Dallas Society of Financial Analysts. He received his BA in English from the University of the South in Sewanee, Tennessee and his M.B.A. from Georgia State University. He also completed the Education for Ministry Program at Sewanee's St. Luke's School of Theology.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • M.B.A., Georgia State University
  • B.A., University of the South
  • BSAO, British Studies, Oxford University

Credentials

  • Wealth Advisor
  • Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201
  • (214) 981-0528

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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