Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

The Haggar Team

Senior Vice President–Wealth Management

Financial Advisor

Marc Haggar and his team work with individuals and their families throughout the Dallas/Fort Worth area to build meaningful relationships that are focused on long-term financial success. Marc offers a hands-on, differentiated experience through a goals-based financial planning approach with three steps: discovery, planning, and implementation. During discovery, he creates deep relationships by learning everything he can about clients' goals and needs and assessing both sides of their balance sheet. During planning, he connects clients with firm specialists to coordinate investment, estate, asset protection, and tax planning goals, and then delivers a customized financial plan tailored to those needs. The implementation portion helps decide on the strategy best suited for achieving a client's goals and puts them on track from the very beginning. 

At the beginning of his career, Marc spent time as an advisor at both Merrill Lynch and Morgan Stanley where he mastered the principles of holistic wealth management, asset allocation, and long-term financial planning. Since joining UBS in 2011 as Vice President of Wealth Management, he has acquired the Wealth Advisor and Portfolio Manager designations, and gained unique insight into the firm's structure and a deep understanding of the sophisticated advisory, brokerage, and research capabilities that UBS has to offer.

Marc graduated from Texas Tech with a B.S. in Marketing, and now happily resides in Dallas, TX with his wife, Cheryl, and three kids, Campbell, Claire, and Carter. Outside the office, he spends most his time with his family, either attending his children's sporting events or relaxing together at their ranch. He enjoys spending time outdoors, fishing, and golfing. Marc is involved in his community as a member of the Highland Park United Methodist Church and a Board Member of the Cystic Fibrosis Foundation of North Texas.

Registered States:
  • CA
  • CT
  • FL
  • MA
  • NV
  • NY
  • OH
  • TX

Education

  • BS Marketing, Texas Tech University

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
100 Crescent Court
Dallas, TX 75201
  • (214) 932-8932

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Education financing

Education financing

Multigenerational planning

Multigenerational planning

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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