Lasting relationships built on a personal approach

The Kravitz Group Photo

At The Kravitz Group, we understand the complex financial needs of successful families and individuals. We are an experienced, multigenerational advisory team that looks deeply at all aspects of your life to develop a tailored financial planning strategy. In crafting your customized plan, we deliver relevant and timely advice and collaborate with your trusted advisors to provide tax-efficient investment solutions.

Our team offers a boutique level of service that is backed by the strength and stability of a global leader. UBS is one of the largest wealth managers in the world, advising clients for more than 150 years. This allows our group to access a vast network of global analysts, specialists, and professionals. Additionally, UBS has a depth of experience in investments, banking, and asset management. This allows our team to provide the perspective, strategies, and insights to make prudent financial decisions.

Three generations in front yard

10 person

seasoned team

1.1 billion

Assets under management


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.

  • Ira Kravitz Profile Photo

    Ira Kravitz

    Managing Director–Wealth Management

    Certified Investment Management Analyst®

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    Ira started his career in the financial services industry in1982, and joined UBS in 2008.  He  leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.

    Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.

     

    • Barron's Top 1,000 Financial Advisors, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top 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 Wealth Advisors, 2018, 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.

    • Emory University, B.B.A.
    • Certified Investment Management Analyst®
    Investing
    Asset allocation
    Alternative investments
    Multi-generational families
    7250 Dallas Parkway
    Suite 1200
    Plano, TX 75024
  • Harry LaRosiliere Profile Photo

    Harry LaRosiliere

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.

      • City College of New York, B.S.
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      Financial planning
      Legacy planning
      Estate planning strategies
      Entrepreneurs
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    • Jayme Kravitz Profile Photo

      Jayme Burk

      First Vice President–Wealth Management

      CERTIFIED FINANCIAL PLANNER™

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      • KY
      • LA
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      • MD
      • MI
      • MN
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      • NC
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      Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. She then constructs portfolios designed to align the clients investments with their goals and risk tolerance. Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.

        • Vanderbilt University, Bachelor of Engineering in Mechanical Engineering
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Asset allocation
        Multi-generational families
        Women investors
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
      • Michael Culin Profile Photo

        Michael Culin

        Account Vice President

        Financial Advisor

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        Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.

          • Texas Christian University, Finance
            Long-term care planning
            Retirement planning
            Professional athletes
            Corporate executives
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
          • Susan Christman Profile Photo

            Susan Christman

            Team Administrator

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            Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which the Kravitz Group is known. Susan earned a Bachelor of Science degree from Texas A&M University.

              • Texas A&M University, B.S.
                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
              • Nicholas Herem Profile Photo

                Nicholas Herem

                Senior Wealth Strategy Associate

                CERTIFIED FINANCIAL PLANNER™

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                • UT
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                • WV
                • WY

                Nick joined The Kravitz Group in 2019 and has been with UBS since 2014.  He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 12 years. Nick takes pride in delivering outstanding service to clients.  He supports the team in the areas of financial planning and portfolio analysis. Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning.

                  • University of Utah, B.S. Family & Consumer Studies
                  • CERTIFIED FINANCIAL PLANNER™
                  7250 Dallas Parkway
                  Suite 1200
                  Plano, TX 75024

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                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.