Experience

That inspires confidence

We provide financial navigation and money management services to a select group of affluent individuals and their families, professionals, small businesses, universities, foundations and non-profit organizations. Our comprehensive planning approach includes extensive investment portfolio analysis, investment management, estate, retirement planning, insurance evaluations and lifestyle planning. By coordinating goals and tolerance for risk with each of our client's needs, desires, and circumstances, we can construct and monitor custom portfolios to suit.

We often coordinate our efforts with attorneys, CPAs and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term results.

Michael "Mike" Hyatt

Senior Vice President–Investments

Financial Advisor

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..

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

Education

  • TCU , MBA
  • OSU, BS

Credentials

  • Managed Accounts Consultant Associate
  • Wealth Advisor
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

michael.hyatt@ubs.com
Michael "Mike" Hyatt
301 Commerce Street,Fort Worth,TX,76102

Betsabet "Betsy" Romero, AAMS,CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Credentials

  • 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

Email Me

betsy.romero@ubs.com
Betsabet "Betsy" Romero, AAMS,CRPC, CRPS
301 Commerce Street,Fort Worth,TX,76102

Cristine Rivera

Client Associate

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.

Education

  • Metropolitan University, Bachelor of Business Administration with a Major in Management
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

cristine.rivera@ubs.com
Cristine Rivera
301 Commerce Street,Fort Worth,TX,76102