Let's move forward. Together.

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.

Oculus NYC

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:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • B.S., Texas Tech University
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (214) 932-8902

Email Me

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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