Lasting relationships. For all that matters

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Julie is a Senior Vice President of the Legacy Wealth Management Group, a UBS team located in Central 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.  Julie focuses on estate and trust planning along with meeting the needs of the individual desiring to grow and gain knowledge in investing.

Julie has another specialty role in the firm, and that is focusing on women.  "As a woman in the industry, it is very easy for me to see how women are often overlooked and misunderstood in planning and investment meetings. Most women play the role of a juggler - mom, daugher, caregiver, wife and career management -  all up in the air at once. "Men and women receive and disburse information in different manners, and I personally believe it is important to be able to adjust and make sure that all of our clients are heard and understood."   

Julie enjoys dual residences in San Angelo, TX as well as Kerrville, TX. She is married with a blended family of four children, and is lovingly known as Grandma to a precious grandaughter!  She and her husband spend their spare time performing Jazz in the Texas Hill Country.  

• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The 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, 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 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.

• CA Insurance License #0H27044

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Ryan is a Senior Vice President- Wealth Management / Branch Manager / Senior Portfolio Manager and Partner in the Legacy Wealth Management Group. As an integral part of the partnership, Ryan focuses on the team's portfolio analysis of the equity and mutual fund models, as well as strategic goal planning and portfolio analysis. In addition Ryan serves as the liaison for our clients insurance investment processing. 

Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals For The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family. As a wealth management financial advisor, Ryan continues to stand out as a leading advisor at UBS.  Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10( General Security Sales Supervision),  and Individual State of Texas Life and Health Insurance.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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, 2019, 2022The 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 Best-in-State Wealth Advisors, 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.

• Senior Portfolio Manager
• CA Insurance License #0H31298

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Erika joined the Legacy Wealth Management Group as a Financial Advisor in 2019 from another local firm.  Erika received her Bachelors of Science from Texas Tech University.  She is a vital part of this community and has served on various boards such as  Young Professionals of San Angelo, Texas Business Women, and the City of San Angelo's  Economic Development Board. She also participated in Leadership San Angelo in 2018. 

As a member of Legacy Wealth Management Group, Erika's focus is on helping clients plan for their future and providing  strong advice and tools for those who are looking to grow their investment portfolio. She has a passion for educating and helping people better themselves.

Erika considers her most important role in life to be that of a parent.  She has two wonderful high spirited daughters who are the love of her life.  Erika maintains her Series 7, Series 66, her Texas Life and Health insurance license, and is a Certified Divorce Financial Analyst®.

• Certified Divorce Financial Analyst
• CA Insurance License #4062778

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Dee Jay is a Certified Financial Planner® / Financial Advisor for the Legacy Wealth Management Group in San Angelo, Texas. As an integral part of the team, he is responsible for overseeing the establishment and implementation of our client’s financial plans and enhancing the client experience. Dee Jay graduated from Texas Tech University with a Bachelor of Science in Agricultural & Applied Economics, as well as a Master of Science in Personal Financial Planning. Upon graduation, he worked at a previous firm as a Financial Planning Specialist, then later joined the UBS family as a Wealth Planning Analyst preparing customized financial plans for our clients. He maintains his Series 7 (General Securities Representative), Series 66 (The Uniform Combined State Law Examination), and Individual State of Texas Life and Health Insurance. Dee Jay and his wife Courtney enjoy dual residences in San Angelo, TX as well as Fort Worth, TX.  Outside of the office, Dee Jay serves his community as a Board of Director for the Downtown Kiwanis Club, a Foundation Board Member for the Fort Concho Museum, as well as a volunteer for the San Angelo Stock Show & Rodeo Association. He also enjoys deer hunting, helping out on the family farm, and spending time with his family & friends.

• CERTIFIED FINANCIAL PLANNER™
• CA Insurance License #0L85328

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• Chartered Retirement Plans Specialist℠

Susan is a client service associate for the Legacy Wealth Management Group. Having fourteen years experience in service relations in the financial industries, Susan is focused on bringing quality processing and maintenance needs to our clients. Susan oversees all client relations, documentation, and on-line service needs for the team.

Christina is a client service associate for the Legacy Wealth Management Group.  After being a supervisor in the customer service industry for fourteen years, she works diligently to make sure our client on-boarding experience is as seamless as possible. Christina is also married and the proud mom of two beautiful children. 

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Ruth, an employee of UBS since 1993, performs client services and operational duties for Legacy Wealth Management Group. Ruth also supports the team's trading efforts. She is in charge of processing long term care, and individual stock transactions.

Ruth maintains her Series 7, 63, and 65 securities licenses as well as her life and health insurance licenses.

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Bridget has been an employee since 1988.  She is an Associate Director/Administrative Manager for the NorthTexas Market Area.  Bridget handles the Administrative/Operation processes for the San Angelo office as well as for the other North Texas Market Area offices.  Bridget maintains her Series 7, 9, 10, and 66 securities licenses as well as Insurance license for Annuity/Life/Health.