Registered Client Associate
Chartered Retirement Planning Counselor
Caden began his wealth management career as a financial services representative at Charles Schwab where he assisted clients with their questions, operational requests and trading. He is a graduate of Texas Christian University (TCU) with a BS in Economics and minor in Finance and has his SIE, Series 7, 63, and 65 licenses.
Caden started with the team in January 2024 where he currently handles trading, operational and compliance functions.
Outside of work he enjoys staying active by working out, going to the beach, playing golf and staying up to date with his favorite sports teams.
Education
Credentials
Registered Client Associate
Chartered Retirement Planning Counselor
Caden began his wealth management career as a financial services representative at Charles Schwab where he assisted clients with their questions, operational requests and trading. He is a graduate of Texas Christian University (TCU) with a BS in Economics and minor in Finance and has his SIE, Series 7, 63, and 65 licenses.
Caden started with the team in January 2024 where he currently handles trading, operational and compliance functions.
Outside of work he enjoys staying active by working out, going to the beach, playing golf and staying up to date with his favorite sports teams.
Education
Credentials
Senior Registered Client Associate
June joined Paine Webber, the predecessor to UBS Financial Services, in 1988 as a Senior Registered Client Service Associate. She holds her Series 7, 63, and 65 Securities Licenses, in addition to her Insurance License. June had extensive experience in the financial services industry prior to joining PaineWebber. June's duties include trading, administration, operations, and compliance.
In her spare time June enjoys travelling, volunteering, needlepoint, reading, and spending time with her friends.
Senior Registered Client Associate
June joined Paine Webber, the predecessor to UBS Financial Services, in 1988 as a Senior Registered Client Service Associate. She holds her Series 7, 63, and 65 Securities Licenses, in addition to her Insurance License. June had extensive experience in the financial services industry prior to joining PaineWebber. June's duties include trading, administration, operations, and compliance.
In her spare time June enjoys travelling, volunteering, needlepoint, reading, and spending time with her friends.
NMLS #637447
Senior Wealth Management Banker, UBS Bank USA, N.A.
NMLS #637447
Senior Wealth Management Banker, UBS Bank USA, N.A.
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 ubs.com/us/en/designation-disclosures.
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 ubs.com/us/en/designation-disclosures.
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