Lasting relationships. For all that matters

Three business people at a desk

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Oculus NYC

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Michael Hyatt

    Michael "Mike" Hyatt

    Senior Vice President–Investments

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • MA
    • MN
    • ND
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • WA

    Michael S. Hyatt, a financial professional for over 35 years, joined UBS Financial Services (formerly PaineWebber, Inc.) in 1992 from the banking industry. Mike received an MBA from TCU and a BS from OSU. As a UBS Financial Advisor, Mike specializes in institutional and high net worth clients.  Mike has numerous past and present community involvements. He has been a member of the Board of Governors of the Oklahoma State University Foundation since 2008.

    Mike currently holds the Series 7, 31, 63, 65 and Life and Health Insurance licenses..

      • TCU , MBA
      • OSU, BS
      • Managed Accounts Consultant Associate
      • Wealth Advisor
      301 Commerce Street
      Suite 2800
      Fort Worth, TX 76102
      michael.hyatt@ubs.com
      Michael "Mike" Hyatt
      301 Commerce Street,Fort Worth,TX,76102
    • Betsabet Romero

      Betsabet "Betsy" Romero, AAMS,CRPC, CRPS

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • IL
      • LA
      • MA
      • MI
      • MN
      • ND
      • NM
      • NY
      • OK
      • OR
      • SC
      • TN
      • TX
      • VA
      • WA

      Betsy Romero is a Senior Vice President - Wealth Management with UBS Financial Services, Inc.  Betsy has been helping affluent investors, professionals, foundations, small businesses and non-profit organizations achieve their financial goals/objectives for over 25 years.  She helps simplify, organize and coordinate clients' financial lives by leveraging resources both within and outside UBS Financial Services and by providing on-going monitoring and discipline to adjust to client's needs and changing markets.  Betsy's primary focus is providing strategic planning, including investment management, cash flow solutions, liability management, retirement planning, asset allocation, and estate planning.

      Betsy currently holds the Series 6, 7, 63, 65 and Life and Health Insurance licenses.

          • Accredited Asset Management Specialist
          • Chartered Retirement Planning Counselor
          • Chartered Retirement Plans Specialist℠
          • Portfolio Manager
          • Retirement Plan Consultant
          301 Commerce Street
          Suite 2800
          Fort Worth, TX 76102
          betsy.romero@ubs.com
          Betsabet "Betsy" Romero, AAMS,CRPC, CRPS
          301 Commerce Street,Fort Worth,TX,76102
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          Cristine Rivera

          Client Associate

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            Cristine has been with UBS for 9 years where she has supervised client administration for Hyatt Romero McGuire Wealth Management for almost 3 years.  She earned a Bachelor of Business Administration with a major in Management from Metropolitan University.  Cristine currently resides in Keller, TX.

              • Metropolitan University, Bachelor of Business Administration with a Major in Management
                301 Commerce Street
                Suite 2800
                Fort Worth, TX 76102
                cristine.rivera@ubs.com
                Cristine Rivera
                301 Commerce Street,Fort Worth,TX,76102

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              Outlook on interest rates

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

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              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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