Let's move forward. Together.

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Julie M. Kasberg

Senior Vice President–Wealth Management

Financial Advisor

Julie is a financial advisor and member of the Legacy Wealth Management Group, a UBS team located in San Angelo, Texas.  Julie has over twenty years of experience in the financial industries.  Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.

"I believe that our team offers the type of relationship and advice that people are passionately seeking.  Ours is not a one size fits all practice. We are positioned to offer a specialist in every aspect of financial planning and investment management that people seeking retirement are searching for."  The favorite part of my profession is gathering the facts and putting the pieces of the puzzle together.  We look at the performance of portfolios, the measurement of risk tolerance, the probability of needs and liquidity, as well as making sure are goals of living out our retirement years are insured for success. Gaining and maintain trust doesn't come easy and we don't take it lightly.  We know our clients personally, and we wouldn't have it any other way. "

 In addition to the Texas team, Julie is a partner with UBS Private Wealth Advisor Jason M. Katz, New York, NY where she specializes in retirement and insurance planning for clients across the country. Julie holds her Series 7, Series 63, and Individual State of Texas Life and Health Insurance.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • LA
  • MA
  • NC
  • NJ
  • NM
  • NY
  • OK
  • OR
  • PA
  • TN
  • TX
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Angelo State University
610 South Bryant Boulevard
Suite E
San Angelo, TX 76903
  • (325) 486-5104

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The circular economy: What is it?

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

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UBS is a world-leading wealth manager

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