Your future. Your legacy.

How can we help bring your vision to life?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


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.

  •  Stephen-David-Liddell

    Stephen Liddell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MO
    • MT
    • NC
    • NE
    • NV
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    As a Financial Advisor since 1986, Steve uses a consultative process to develop a portfolio tailored to help meet each individual client’s goals and objectives. In conjunction with UBS Financial Services, Inc. Managed Accounts Group, Steve focuses on assisting affluent individuals, small businesses and pension funds in developing investment policy statements, conducting due diligence review meetings, selecting independent money managers, and reviewing portfolio performance. This process starts with identifying your risk tolerance, time horizon, as well as your return and income expectations.

          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
        • Kathy-Schildt

          Kathy Schildt

          Senior Client Associate

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          • CA
          • FL
          • TX

          Kathy has been with UBS Financial Services, Inc. since January 2009. She is registered to handle all security transactions on a daily basis as well as answer any securities related questions. She has over 24 years of experience in the Securities Industries with Morgan Stanley and UBS. Prior to that, she worked in the Banking Industry for 10 years as a Bank Teller and Customer Service. With her years of experience Kathy is extremely efficient in addressing any administrative questions or issues that may arise. She has worked with Steve Liddell for the past 9 1/2 years.

                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024

              Focus on liquidity management

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              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager