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
    • CO
    • FL
    • GA
    • MI
    • MN
    • MO
    • ND
    • NY
    • OK
    • TN
    • TX
    • VA

    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
    • Betsabet Romero

      Betsabet "Betsy" Romero

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • IL
      • LA
      • MI
      • MN
      • MO
      • ND
      • NM
      • NY
      • OK
      • SD
      • TX
      • VA

      Betsy Romero is a Senior Vice President - Wealth Management with UBS Financial Services, Inc.  Betsy has been specializing in helping affluent investors, professionals, foundations, small businesses and non-profit organizations achieve their financial goals/objectives for over 20 years.  She helps simplify, organize and coordinate clients' financial lives by leveraging resources and expertise 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, estate planning and tax strategies.

      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
        • Grant Michael Mcguire

          Grant Michael Mcguire, CFA, CFP

          Account Vice President

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • LA
          • MN
          • MO
          • ND
          • NY
          • OK
          • TX

          Grant M. McGuire is a Financial Advisor in UBS's Fort Worth, Texas office.  Grant joined UBS Financial Services in 2014, and prior to joining Mike and Betsy, was part of the Wealth Planning Analyst program.  In that role, Grant assisted the advisors of the Fort Worth Complex and their clients with in-depth financial planning.  Prior to joining UBS, Grant was a small business owner in Denton, Texas.

          Grant believes in engaging clients in holistic financial planning.  This process begins by first working to understand the client's objectives, risk tolerances, and overall financial situation.  After fully understanding a client's situation, Grant works to build a complete financial plan, including investment and risk management strategies, to best achieve the client's goals

          Grant is a CFA® charterholder as well as a CFP® practitioner.  He earned his Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania.  Grant holds Series 7 and Series 66 licenses and the Group I designation.

            • The Wharton School at the University of Pennsylvania, Bachelor of Science in Economics
            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Financial Analyst®
            301 Commerce Street
            Suite 2800
            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

                The Year Ahead - Sustainable Investing

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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