A legacy for generations

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Experience to guide you forward

With over 20 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in economics. He is a Private Wealth Advisor at UBS, having completed the program focused on the specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as cochair of the council in the fall of 2017 until his term expired in January 2020. The FAAC is a select group of 15 Financial Advisors who represent all UBS advisors, addressing critical issues and concerns that ultimately help them better serve their clients.

Education and credentials

– Series 7, 63 and 65 securities licenses and the general lines insurance license

– B.S., Economics, University of Texas at Austin

Outside of UBS

Ryan is an avid golfer & sports fan, and coaches several of his children’s sports teams. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. He resides in Dallas with his wife Danielle, their three children—Bentley, Farrah and Channing—and their two golden retrievers, Tucker and Bailey.

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The 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 America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2022, 2023The 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, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

• B.S., Economics, University of Texas at Austin

• Private Wealth Advisor
• Series 7, 63 and 65 securities licenses
• General lines insurance license

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Experience to guide you forward

For over two decades, Brad has provided comprehensive wealth management advice to clients ranging from the emerging affluent to the ultra-high net worth. He is a passionate problem solver, and provides critical insight and solutions for his clients’ complex wealth management needs.

Brad has held a number of leadership roles within UBS. From 2014 to 2015, he was a member of the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all UBS advisors firm wide. The council focuses on shaping the firm's wealth management strategies. Brad has also been recognized within UBS as a lecturer on practice management and financial advisor development. Brad is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors.

Brad is a frequent commentator on wealth management issues for the media, and has been a guest on Yahoo! Finance's "The Final Round" and SiriusXM Satellite Radio's "Behind the Markets". He has also been featured in The Wall Street Journal, Barron’s, Bloomberg BusinessWeek, USATODAY, Investor's Business Daily, Fox Business News, The Philadelphia Inquirer, amongst other publications.

Professional Achievements and Education

• CERTIFIED FINANCIAL PLANNER, Certified Private Wealth Advisor Certified Investment Management Analyst

B.A., Boston University

Outside of UBS

He lives in Penn Valley with his wife Ariann, and children Alexa and Trevor. Brad is actively involved in his local community. He serves on The Corporate Council of The Children's Hospital of Philadelphia composed of top executives from the region.

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Boston University, B.A.

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Private Wealth Advisor

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Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors and is the top female at the firm. She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals. Louise provides advice and solutions beyond investing to address all areas of her clients’ lives— from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing.

A wealth manager with extensive banking and investment experience

Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a Senior Financial Advisor and Principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).

Local and national media have consistently recognized Louise for her experience and dedication to her clients

Louise has been featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times and as a guest speaker on Fox News and CNBC.

Licenses and Education

• Series 7 and 66 securities licenses
• B.S., Political Science, Trinity University

Outside of UBS

Louise actively serves on the Northwell Health Auxiliary for Lenox Hill Hospital in New York City. She is a member of C200, which is a community of the most successful women in business driven to advance current and future female leaders. In addition, Louise is a senior mentor for the UBS women’s network. She is an active alumnus with her alma mater Trinity University in Washington, DC, and has served on the Wake Forest Parent’s Council and Duke University’s Cancer Center board. 

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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 America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.

• Trinity Washington University, Bachelor’s Degree, Political Science

• Private Wealth Advisor
• Series 7 and 66 securities licenses

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Relationships come first

By joining The Gunderson Group, Nina adds a multigenerational dimension to the team. As a Financial Advisor, Nina works with families and the team to create customized investment plans to help grow and protect clients’ wealth. These plans focus on ensuring clients will be able to meet their needs for the future they envision for themselves and their families. Because deep and meaningful relationships are a true differentiator across the entire team, Nina focuses on connecting with the next generation. By doing so, she can further reassure clients that the team is a resource for their entire family.

Experience to guide you forward

Nina brings to The Gunderson Group a passion for working with clients and UBS. She earned the opportunity to participate in the firm’s highly selective, two-year Graduate Talent Program and has worked across the firm. Over the two years, she gained firsthand experience with clients and UBS professionals in areas such as wealth management research, advanced planning and field development. Nina developed an expertise in millennials and their behavior as it pertains to investing, creating tailored content to increase the generation’s level of financial literacy.

The credentials that build confidence

• Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses
• B.A., political science; minor in entrepreneurship, Wake Forest University

Living her passions

Nina is committed to giving back to the community. She helped found the Wake Forest Emerging Leaders Board and sits on the Wake Forest New York Alumni Board, as well as New York’s Chapin School Alumnae Development Committee and The New Leadership Council for Lenox Hill Hospital. She also enjoys photography and travel, having visited 25 countries to date. With a passion for sports, Nina is an avid runner for the New York Athletic Club and enjoys golf, field hockey and tennis. She lives in Manhattan.

• Wake Forest University, B.A., political science; minor in entrepreneurship

• Series 7 and 66 securities licenses
• Life, accident and health insurance licenses

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Experience to guide you forward

Barry has devoted his 28 years in the financial services industry to UBS and its predecessor firms, earning particular experience in the area of portfolio management. He successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

Professional achievements and education

• B.B.A., Finance
• M.B.A., Financial Planning, University of Dallas

Outside of UBS

In his free time, Barry enjoys Baylor football, golfing and spending time at his ranch with his family. He also serves annually as a Gallery Guard at the Masters Golf Tournament. Barry lives in Plano with his wife, Kimberly, and their two sons, Cross and Reece.

• B.B.A., Finance
• M.B.A., Financial Planning, University of Dallas

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David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. In 1999, he and Don Donnally formed the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments.

With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. He and Don transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns, in 2005. He now proudly represents UBS Financial Services.

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Allen joined the securities business in 1974 and became a Certified Financial Planner in 1980. He attained a B.A. in Speech Drama from Beloit College and an M.S. in TV-Radio from Syracuse University. He has collaborated in community service and leadership in the Metroplex including the Baylor University Parents League, as a Board Member of the Fellowship of Christian Athletes and as a Life Member of the Greater Dallas Chamber of Commerce.

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Experience to guide you forward

Neil began his career in one of the equity market's most tumultuous months on record – and over the past 40 years he has helped clients manage their wealth throughout good times and bad. Neil joined UBS in 2009 after 21 years at Smith Barney.

With his clients, Neil emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps with education funding, structures for charitable giving, and estate planning.

Professional Achievements and Education

• Series 7 and 63 securities licenses
• Licenses for life, accident and health insurance, and variable annuities
• B.S., Finance from Thomas Jefferson University

Outside of UBS

Neil and his wife live in Fort Washington and have just welcomed their first grandchild Skylar.

• Thomas Jefferson University, B.S., Finance

• Series 7 and 63 securities licenses
• Licenses for life, accident and health insurance, and variable annuities

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Experience to guide you forward

Over the last four decades, Richard has helped his clients navigate the ever-changing financial markets with his sound investment advice and guidance. His systemic approach to investing ensures his clients' portfolios are aligned with their investment goals and risk tolerance.

Richard began his career at Merrill Lynch, where he worked for 10 years prior to joining UBS in 1986. He specializes in the fixed income markets with a focus on municipal bonds.

Professional Achievements and Education

• B.S., Accounting, from Kent State University.

Outside of UBS

He lives in Lake Worth, Florida with his wife, Tracy. They have a daughter Blair, who is a manager, Sales & Catering at Gurney's Resorts in Montauk, New York.

• Kent State University, B.S., Accounting

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Experience to guide you forward

Howell is a 49 year veteran of UBS Financial Services, Inc. and its predecessor firms, beginning his career in the summer of 1968 after receiving his BBA from Southern Methodist University that same year. Howell takes great pride in providing a consistent level of service to all his clients. He makes it a top priority with each client to meet and understand every individual's expectations and risk objectives. He really enjoys each individual relationship and strives to create lifelong partnerships with his clients.

Professional achievements and education

• B.B.A., Finance, Southern Methodist University
• Series 7, 63 and general securities license

Outside of UBS

Howell is a member of the Salesmanship Club of Dallas, the Dallas Country Club, the Little Sandy Hunting & Fishing Club, and he serves on SMU's planned giving council. He is a former member of the SMU Alumni Association board, the City of University Park Employee Benefits and Finance Committee, a former Chairman for the Salesmanship Club Foundation and was on the Episcopal Foundation of Dallas Board. Howell and his wife Nancy have three children and five grandchildren. He and Nancy are members of the St. Michael and All Angels Episcopal Church. In his time away from the office, Howell enjoys spending time with his grandchildren, hunting, fishing and traveling with his family. Howell and Nancy live in University Park.

• Southern Methodist University, B.B.A., Finance

• Series 7, 63 and general securities licenses

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Experience to guide you forward

Gary has been with UBS and its predecessor firms since September 1980. He started with the Dallas branch of Paine Webber and was hired by manager Myron Bond. Gary partnered with Myron in 2013. With over 36 years of experience in wealth management, Gary has extensive knowledge of individual stock, bonds, mutual funds as well as insurance and estate planning.

Outside of UBS

While attending UNT he played football under Coach Hayden Fry and was team captain in 1977. Today, Gary still enjoys sports, spending time outdoors, carpentry and being with his family. He is an active member of Highland Park Presbyterian Church and enjoys singing in the choir. Gary lives in Preston Hollow with his wife, Martha. They have two grown children and three grandchildren.

• University of North Texas, B.B.A., Marketing

• Series 7, 63, commodities licenses
• General lines insurance license

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Before entering the public markets arena, Cory spent over fifteen years in the real estate and oil & gas private equity markets. He holds Series 7 and 66 licenses and is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative. Cory received a Bachelor of Administration (BBA) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (MBA) degree in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in Dallas. Outside of the office, you will find the family together, either in Colorado or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association.

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Experienced, engaged, forward-thinking

Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.

As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.

Credentials that build confidence

• Series 7 and 66 securities licenses
• Life and health insurance licenses
• B. S. in Finance & Economics, University of Delaware
• MBA in Finance, Fordham University, Summa Cum Laude

Outside of UBS

Scott is a talented singer/songwriter/musician who also collects watches and is a car enthusiast. He and his wife Eileen live in Wayne, PA and enjoy being active and social in the Greater Philadelphia community.

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Bryce’s primary focus is providing clients with customized investment solutions and formal financial planning. Combining his passion for investing with his attention to detail, his role is to analyze all aspects of the portfolio and prepare tailored advice based on each client’s personal objectives.

He is responsible for investment due diligence, understanding the fundamentals of each investment and recognizing opportunities. Bryce also leads the team investment committees, which review market conditions, consider new investments and set individual asset allocations.

Bryce creates customized financial plans to help each client quantify their financial goals and analyze their financial situation. This provides a road map leading up to and through retirement and allows our team to better understand each client’s unique financial picture. The process provides an efficient and truly holistic advisory approach that carries through to the transition of your wealth to the next generation.

Bryce was previously an investment associate with a boutique hedge fund, LC Management. Prior to that, he was an account executive with Worldwide Wealth Management, handling portfolios for high net worth individuals.

In addition to being a varsity lightweight crew team member, Bryce graduated with a B.A. in economics and mathematics from Columbia University. He is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor.

A native of Ontario, Canada, Bryce currently resides in Brooklyn with his wife, Maria, and his children Chloe and Davis.

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Experience to guide you forward

Emily joined the firm in 1999 as a Client Service Associate (CSA), rising to Senior Registered Client Service Associate throughout the years. In 2012, she broadened her responsibilities within Park Cities Wealth Management to become a Wealth Strategy Associate focusing more on client analytics, trading and planning.

Having earned both Series 7 and 66 securities licenses, she provides greater insight into helping her clients make more informed decisions. UBS has recognized Emily's hard work and commitment to clients with the UBS Service Excellence Award for 2009—an honor given to only four candidates each year, company-wide. Since then Emily has become a role model and mentor for other CSAs across UBS. She has been a CSA coach since inception in 2010 and has been on the CSA Coach Advisory Council from 2014 – 2016. This select group of 10 members serves as the collective voice of all UBS CSAs as they address important topics and concerns that can help them better serve their clients.

Professional achievements and education

• B.A., Psychology, Texas Tech University
• Series 7 and 66 securities licenses

Outside of UBS

Outside of the office, Emily enjoys reading, spending time with family and friends, and playing soccer. In her spare time, she enjoys traveling to new places. Emily and her husband John reside in Dallas.

• Texas Tech University, B.A., Psychology,

• Series 7 and 66 securities licenses

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Experience to guide you forward

Steve has been in the financial services industry since 2007. He began his career at Lincoln Financial Group, where he was recruited to their highly competitive Leadership Preparation Program. As part of this program, Steve completed rotations in different positions across the company while receiving extensive professional development training. Upon completing the program, he worked as a corporate finance analyst supporting Lincoln's retirement division prior to joining UBS in 2014.

Professional Achievements and Education

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER™
• B.S., Economics and minors in Psychology and Chinese, Duke University

Outside of UBS

In his spare time, Steve enjoys reading, traveling, and working out. He resides in Philadelphia with his dog, Namuun.

• Duke University, B.S., Economics and minors in Psychology and Chinese

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER™

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Gretchen Fowler oversees client administration. She has earned her Series 7 and 66 licenses. Gretchen has more than 27 years experience in the financial services industry. She received a B.A. degree from Rutgers University.

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Maria Stathakis assists to oversee client administration. She has earned her Series 7 and 66 licenses. Maria has more than 10 years experience in the financial services industry. She received a B.S. degree from the University of North Texas.

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TC has been in the financial industry for 25+ years, having worked for several well known firms, including TIAA for over 10 years prior to joining UBS in 2021.  He spent 9 of those years as an analyst/trader for two top performing hedge funds. TC takes a data based approach to investing while incorporating client’s risk tolerance, goals, and long term security as the primary components of successful planning. TC is a veteran of the US Navy.  He enjoys securities analysis and blending portfolios that will see the client to and through retirement. TC is married to his wife Carol and they have three grown children. They also have 3 dogs and a cat and TC enjoys spending his free time with friends and family, playing golf, reading and the NFL.  

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As The Gunderson Group’s Head of Operations, Nancy is committed to providing a white-glove client experience. Her areas of responsibilities include account opening and transfers, disbursement requests, implementation of asset allocations and trading. In addition, she helps find unique solutions to client needs, such as securities-backed lending and letters of credit.

With over 18 years of industry experience that began on the institutional desk at Bear Stearns, Nancy’s attention to detail, pursuit of perfection and genuine passion for people have fostered her close relationships and trust with her clients. Nancy was one of an elite group of her peers to create the Coach Network, where the best minds can come together to share ideas. She was also selected to represent the UBS Americas Headquarters at the annual leadership conference where she had met with UBS senior management and presented her feedback and insight.

Nancy is a graduate of SUNY Binghamton where she earned a B.S. in financial economics. She is also fluent in Chinese. Outside of UBS, Nancy enjoys snowboarding and cycling. She lives in Long Island with her husband, John, and their daughter Amelia.

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Experience to guide you forward

Stephanie has 10 years of experience in wealth management. As the team's Relationship Manager, she is a highly capable professional who serves as a liaison between you and your Financial Advisor. Stephanie has responsibilities in new relationship development and working with clients to assure all their business and personal needs are met. She offers both administrative and client support while ensuring customer satisfaction.

Prior to joining UBS, Stephanie worked on the trading desk at JP Morgan's headquarters in New York City. Stephanie joined UBS with considerable knowledge and experience within the securities industry.

Professional Achievements and Education

• Series 7, Series 63 and Series 66 securities licenses
• B.S., in Finance and minors in Economics, International Business, and Spanish from the University of Delaware

Outside of UBS

Stephanie currently lives in Voorhees, NJ with her Fiance. She spends most of her summers down at the beach between Avalon, NJ and Long Beach Island, NJ. Stephanie was a nationally ranked athlete in college where she developed her competitive drive for success.

• University of Delaware, B.S., in Finance and minors in Economics, International Business, and Spanish

• Series 7, Series 63 and Series 66 securities licenses

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Matt focuses on providing thoughtful investment solutions and bespoke customer service to clients. He tracks financial markets across all asset classes, assists with manager due diligence, with a specific focus given to Alternative Investments, and consistently searches for robust investment opportunities. Additionally, his responsibilities include capital raises, fund disbursements and portfolio allocations.

Prior to joining UBS, Matt graduated from College of the Holy Cross with a B.A. in economics. He was a member the men’s rugby team, the Student Investment Fund and various volunteer organizations. He still works closely with Holy Cross Career Services to mentor aspiring financial professionals. He is an avid New York sports fan and loves all physical activity, including but not limited to running, biking, basketball, softball and snowboarding. A frequent passenger of the Metro North train line, Matt recently moved from Milford, CT to Manhattan.

Matt joined UBS in 2020 as a member of the prestigious Graduate Talent Program. After passing the Series 7 and 66 exams, he worked with the International Sales Team, the Equity Advisory Group and, of course, The Gunderson Group. Being exposed to so many areas of the firm allowed him to build a strong network, closely examine capital markets and understand the full capabilities of UBS.

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Experience to guide you forward

Meghan McGowan has been with UBS Financial Services, Inc. since 2015. She joined the team in 2023 as a Wealth Management Associate. She was previously employed by Virtua Medical Group as an Administrative Assistant.  Meghan is a graduate of Fairleigh Dickinson University with a B.A. in Business and Technology.  Her responsibilities on our team include client service and assisting in various administrative and operational issues. 

Professional Achievements and Education

• Series 7 and 66 licenses
• New Jersey Life and Health Insurance licenses
• B.A. degree in business and technology from Fairleigh Dickinson University

Outside of UBS

Meghan lives in Runnemede, NJ with her husband and their 2 dogs. She looks forward to summer all year long.  Meghan loves to read, traveling to new cities, and enjoys watching the Philadelphia Eagles win!

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Experience to guide you forward:

Tucker joined our team in January 2021 as a Wealth Strategy Associate. He was born in Dallas, Texas and completed his bachelor’s degree in Marketing from the University of Arizona. Upon graduation Tucker started his career as a  Financial Advisor at Merrill Edge in Chandler, AZ in 2016.  Having earned both Series 7 and 66 securities licenses, he joins our team with considerable knowledge of trading and portfolio management.

Outside of UBS

Outside of the office Tucker is a professional golfer. He had won the PNC Father/Son challenge on PGA Tour Champions with his father in 2015. Afterward Tucker jointed the PGA tour Canada from 2017 to 2020 . He enjoys tennis, and spending time with family and friends

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As a Client Service Associate, Annemarie is dedicated to delivering comprehensive service to our valued clients by attending to their account management needs, essential to the white-glove tailored client experience. Her responsibilities include executing requests for capital, account opening and maintenance, processing transfers, and any additional account related administrative matters.

Prior to joining UBS, Annemarie held the position of Client Relationship Manager, while working with a Managing Director at American Portfolios. She brings with her over 16 years of experience in the financial services industry, providing high level client support and cultivating close client relationships with high net worth families and individuals.

Annemarie attended Baruch College with a concentration in Business Management. She has been recognized as a Partner in Education for her work with Virtual Enterprises International, mentoring and training New York City high school student interns in anticipation of their entering the professional business world. She is an avid fisherwoman with a love for the outdoors, who counts snowboarding and cycling among her hobbies. A native New Yorker, Annemarie currently resides on Long Island.

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Meghan is responsible for all day-to-day administrative duties, works closely with the team on portfolio reviews and provides excellent client service, assisting with any client requests and queries. Efficient and detail-oriented, she confirms and oversees all scheduled client reviews. Her supervision of this process ensures that each client is receiving the service they deserve.

Always focused on deepening clients’ experience and relationships with the team, Meghan manages all marketing and communications initiatives. She provides creative client outreach solutions and is also the team’s main coordinator for planning and organizing client events.

Meghan graduated from Fairfield University, earning a bachelor’s degree in international business. A passionate supporter of Swim Across America, which is dedicated to raising money and awareness for cancer research, Meghan participates in the organization’s annual Greenwich–Stamford open water swim. She is also involved in Fairfield University’s Manhattan Alumni Chapter. She resides in Westchester, NY with her husband, Ken

Experience to guide you forward

Julie has over 30 years' experience at UBS as a Senior Branch Service Associate in the operations area working with systems, processes and clients to create and maintain a streamlined infrastructure within the branch. Julie is an indispensable part of the team because of her focus on accurate and timely execution of requests and transactions along with her client-centered work ethic. Her skills and abilities serve the team and their clients better as they continue to expand. Julie resides in Midlothian.

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Experience to guide you forward

Myron has been with UBS Financial Services, Inc., and its predecessor firms beginning in 1968. The 49-year veteran started in Houston as a Financial Advisor and entered branch management in 1970. Later in 1972, he took over the Dallas branch where he served 18 years. During his time in the management position, Myron served on the Branch Management Advisory Council from 1980-1989, the Focus List Committee from 1982-2003, and a member of the National Association of Securities Dealers District Board for District 6 from 1994-1996.

Professional achievements and education

• B.S. and M.S., Petroleum Engineering, University of Oklahoma, Summa Cum Laude

Outside of UBS

Myron was listed in Who's Who in America in 2000 and in Who's Who in the World in 2005. Myron and his wife Janice reside in Highland Park where he is a member of Brook Hollow Golf Club and the Dallas Country Club. They have two adult children, Richard and Lori, and five grandchildren.

• University of Oklahoma, Summa Cum Laude, B.S. and M.S., Petroleum Engineering

Experience to guide you forward

Rachel joined the team in February 2022. In her role as a client service associate she provides detailed customer service and assists with various client requests.

Her background in operations gives her unique knowledge of the industry as well as excellent problem solving skills and the ability to handle operational inquiries.

 Outside of UBS

 In her free time, Rachel enjoys spending time with family and friends, cooking, traveling and watching Buffalo Bills games.

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37 years experience assisting clients with managing and analyzing equity and fixed income products. Specialized in Taxable and Tax-Free Fixed Income investments, Equities, and Mutual Funds. Series 7 and 63 licensed since 1987. Research and evaluate equity, debt, money market and mutual fund portfolios.

Experience with corporate, individual, trust, estate and retirement plan accounts.