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..
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Credentials
Account Vice President
Financial Advisor
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.
Education
Credentials
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