Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


Lisanne Glew, CDFA

Senior Vice President–Wealth Management

Financial Advisor

Lisanne leads an executive compensation and financial planning practice at UBS. Her team provides comprehensive advisory and risk management services to executives, board directors, professionals and business owners. She and her partners have extensive experience delivering comprehensive financial, estate planning and asset protection services. Additionally, the team advises on Defined Contribution Plan design and Corporate Stock Plan solutions.

As a women-led financial planning practice, her team also offers practical advice and solutions to high net worth women and counsels families going through the divorce process and post-divorce. 

Lisanne has more than 25 years of international executive management and advisory experience. Prior to joining UBS in 2002, she was an executive with CIBC, a leading North American financial institution where she held leadership roles in corporate finance, risk management, corporate relationship management and private wealth management. Lisanne earned her law degree from York University, her MBA from the University of Toronto, is an Accredited Wealth Management Advisor® and a Certified Divorce Financial Analyst®.    She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas, The Center for Vital Longevity at The University of Texas at Dallas, The Institute for Excellence in Corporate Governance, Executive Connection, Collaborative Divorce Texas and the Institute for Divorce Financial Analysts.

California Insurance License 0I72808

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • LA
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • WA

  • Forbes America’s Top Women Wealth Advisors, 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Bachelor of Laws (LL.B), York University
  • MBA, University of Toronto


  • Certified Divorce Financial Analyst®
  • Accredited Wealth Management Advisor
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0525

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager