A legacy for generations

Lift ascending the mountains

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Young family at the beach

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.

  • Ryan Long

    Ryan Long

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Experience to guide you forward

    With over 18 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, a program focused on 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 earning 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 Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients. 

    Outside of UBS

    Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 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 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 Advisors, 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.
    • On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • B.S., Economics, University of Texas at Austin
    • Private Wealth Advisor
    • Series 7, 63 and 65 securities licenses
    • General lines insurance license
    100 Crescent Court
    Dallas, TX 75201
  • Bradford Bernstein

    Brad Bernstein, CFP, CPWA, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • 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.

    • Boston University, B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Private Wealth Advisor
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
  • Louise Gunderson

    Louise Gunderson

    Managing Director–Wealth Management

    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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is 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
      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, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 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, 2017, 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.
    • 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.
    • 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.
    • Forbes/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

    • Trinity Washington University, Bachelor’s Degree, Political Science
    • Private Wealth Advisor
    • Series 7 and 66 securities licenses
    1285 Avenue Of The Americas
    New York, NY 10019
  • Nina Gunderson

    Nina Gunderson, CDFA®

    Account Vice President

    Financial Advisor

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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
      1285 Avenue Of The Americas
      New York, NY 10019
    • Barry Kemball-Cook

      Barry Kemball-Cook

      Managing Director–Wealth Management

      Financial Advisor

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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
          100 Crescent Court
          Dallas, TX 75201
        • david greenman

          David Greenman

          Senior Vice President

          Financial Advisor

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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.

                100 Crescent Court
                Dallas, TX 75201
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                Mitchell Ross

                Director

                WMA Salesperson

              • Debra Phares

                Executive Director

                Senior Strategist - Family Advisory and Philanthropy Services

                Professional History
                As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

                Community Involvement
                Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

                Education
                Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
              • Jennifer Lan

                Director

                Senior Wealth Strategist

                Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

                Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

                Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

                Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.

              • Kevin Walsh

                Director

                Senior Wealth Management Banker

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                Robin Sabat

                Director

                Senior Wealth Management Banker

              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.

              Multigenerational planning

              Multigenerational planning

              Investment management

              Investment management

              Tailored lending and cash management

              Tailored lending and cash management

              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

              Global leader

              UBS is a world-leading wealth manager