Loren Koziol
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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.

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Loren Koziol

Account Vice President

Financial Advisor

Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.
 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • LA
  • MO
  • MT
  • OK
  • SC
  • TX

Loren Koziol

Education

  • B.S., Texas Tech University

Loren Koziol

100 Crescent Court
Dallas, TX 75201

Email Me

Loren Koziol

Account Vice President

Financial Advisor

Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.
 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • LA
  • MO
  • MT
  • OK
  • SC
  • TX

Education

  • B.S., Texas Tech University
100 Crescent Court
Dallas, TX 75201
  • (214) 932-8902

Email Me

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