Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Ali

    Ali Ismail

    Senior Vice President–Wealth Management

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    • CA
    • DC
    • FL
    • MA
    • RI
    • TX

    Ali is a wealth advisor within the Private Wealth Management division of UBS. Prior to joining UBS in 2013, Ali served as an Investment Advisor within Credit Suisse's US Private Banking division, providing comprehensive wealth management solutions to high net worth individuals and families with complex needs. While at Credit Suisse, Ali was responsible for business development and assisted with the portfolio management and construction process for a team that managed over $1 billion in assets for 80 successful families. Prior to Credit Suisse, Ali worked at UBS Private Wealth Management from 2007-2009 and Bank of America from 2004-2007.

    Ali holds a B.B.A in finance and minor in economics from Southern Methodist University. He has also obtained the CERTIFED FINANCIAL PLANNERTM (CFP) certification, is a CAIA charter holder, and completed Level 1 of the Chartered Financial Analyst (CFA) Program. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Southern Methodist University, B.B.A. in Finance, Minor in Economics
    • CERTIFIED FINANCIAL PLANNER™
    100 Crescent Court
    Dallas, TX 75201
  • MacKenzie

    MacKenzie LeBlanc, CFA

    Wealth Strategy Associate

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    • AR
    • AZ
    • CA
    • DC
    • FL
    • IA
    • MA
    • MT
    • NM
    • TN
    • TX

    Mack is a Wealth Strategy Associate within the Private Wealth Management division of UBS. Mack's responsibilities on the team include assisting clients with all the day to day service related inquiries, trading, and strategy due diligence. Prior to joining UBS in 2016, Mack was a Senior Associate at Atlantic  Trust Private Wealth Management.

    Mack holds a BBA from The University of Notre Dame where he was also captain of the Swim Team. He is a CFA charter holder.

      • The University of Notre Dame, B.B.A.
      • Chartered Financial Analyst®
      100 Crescent Court
      Suite 400
      Dallas, TX 75201
    Change your community. Change the world.

    Change your community. Change the world.

    Executive decisions

    Executive decisions

    Project Entrepreneur

    Project Entrepreneur

    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