How can you pursue what matters most?

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.

Lauren Thuy Nguyen, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Lauren’s mission is to be your long-term financial advisor, preparing you for your future while protecting your finances today. She has more than 30 years of experience developing actionable financial strategies customized to your needs. Her expertise covers a broad spectrum of wealth management including, but not limited to the following areas:

Financial Planning:
❑ Goal-based financial planning
❑ Retirement savings and income
planning
❑ Qualified retirement plans consultation
and management
❑ Risk management and insurance needs
analysis
❑ Estate planning strategies
❑ Liability management
❑ Education funding needs and strategies
❑ Charitable planning

Investment Portfolio Management:
❑ Customize and implement investment
strategies
❑ Analyze market performance and
trends
❑ Identify new investment opportunities
- University of Texas at Dallas, Bachelor’s Degree in Economics/Finance
- CERTIFIED FINANCIAL PLANNER
- Senior Portfolio Manager
- Retirement Plan Consultant
- Series 63, 7, 9 and 10 securities licenses
- Group 1 insurance license
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

lauren.nguyen@ubs.com

Lauren Thuy Nguyen, CFP®

301 Commerce Street,Fort Worth,TX,76102

Lauren Thuy Nguyen, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Lauren’s mission is to be your long-term financial advisor, preparing you for your future while protecting your finances today. She has more than 30 years of experience developing actionable financial strategies customized to your needs. Her expertise covers a broad spectrum of wealth management including, but not limited to the following areas:

Financial Planning:
❑ Goal-based financial planning
❑ Retirement savings and income
planning
❑ Qualified retirement plans consultation
and management
❑ Risk management and insurance needs
analysis
❑ Estate planning strategies
❑ Liability management
❑ Education funding needs and strategies
❑ Charitable planning

Investment Portfolio Management:
❑ Customize and implement investment
strategies
❑ Analyze market performance and
trends
❑ Identify new investment opportunities
- University of Texas at Dallas, Bachelor’s Degree in Economics/Finance
- CERTIFIED FINANCIAL PLANNER
- Senior Portfolio Manager
- Retirement Plan Consultant
- Series 63, 7, 9 and 10 securities licenses
- Group 1 insurance license
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

lauren.nguyen@ubs.com

Lauren Thuy Nguyen, CFP®

301 Commerce Street,Fort Worth,TX,76102

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

We're ready to listen.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Lauren Thuy Nguyen, CFP®

Lauren Thuy Nguyen, CFP®

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Education

Credentials

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