Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family selfie

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
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MO
  • NC
  • NE
  • NH
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA

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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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

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