A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Jay Bowman

Senior Vice President–Wealth Management

Financial Advisor

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • TN
  • TX
  • VA
  • WV
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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