Your lasting legacy

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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  • James-Madden

    James Madden

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • KS
    • MA
    • MD
    • MI
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Jim has been with UBS for over 27 years and active in the securities industry for over 50 years with a diverse institutional background in portfolio management, technical analysis, institutional consulting, and in more recent years advising high-net worth families. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000. Jim received his BBA and MBA degrees with concentration in Finance from Southern Methodist University.

      • Southern Methodist University, BBA and MBA Degrees with Concentration in Finance
        100 Crescent Court
        Dallas, TX 75201
        james.madden@ubs.com
        James Madden
        100 Crescent Court,Dallas,TX,75201
      • John-Doke

        John Doke

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA

        John has been with UBS since 1994 and active in the Securities industry since 1992.  Clients include Affluent Families, Executives, Entrepreneurs, and Institutions. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000 following previous service with Kidder Peabody, which began in 1994. He started his career with Hibernia National Bank Dallas where he was a Bond Trader in their Capital Markets Division. John earned a BBA in Finance from the University of Texas at Austin.

          • University of Texas at Austin, BBA in Finance
            100 Crescent Court
            Dallas, TX 75201
            john.doke@ubs.com
            John Doke
            100 Crescent Court,Dallas,TX,75201
          • Kelly McClintock Lane

            Kelly McClintock Lane

            Investment Associate

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            • AZ
            • CA
            • CO
            • FL
            • GA
            • MA
            • MD
            • MO
            • NC
            • NE
            • NJ
            • NY
            • OH
            • OK
            • TX
            • VA
            • VT
            • WA

            Kelly has been with UBS and its predecessor, PaineWebber, since 1983.

            She spent 25 years in Regional Institutional Sales working with Taxable and Tax-Free Fixed Income Products

            She has assisted Individuals and Institutions with Managing and Analyzing Equity, Fixed Income & Mutual Fund Portfolios.

            She brings over 38 years of experience in Sales and Trading, Business Development and Management, and Client Relationships.

            Series 7 & Series 63 licensed since 1987

                  100 Crescent Court
                  Dallas, TX 75201
                  kelly.mcclintock@ubs.com
                  Kelly McClintock Lane
                  100 Crescent Court,Dallas,TX,75201
                • Erin Benedetto

                  Erin Benedetto

                  Client Associate

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                  • AR
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • IN
                  • LA
                  • MA
                  • MI
                  • NC
                  • NJ
                  • OK
                  • PA
                  • TN
                  • TX
                  • VA
                  • WA

                  Erin is a Registered Client Associate who began her career in the financial services industry in 2013 and joined UBS in January of 2020 within the Northeast PWM Market. She relocated to Texas from North Carolina and joined Madden/Doke Wealth Management in June of 2023. Erin leads the team’s service group in providing a first-class client experience. She maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

                  Erin attended SMU for her undergrad and TWU for her MBA. She is a foodie, loves a good coffee shop, enjoys traveling, working out and staying active. She is obsessed with her nieces, Aspen, Maya, and Wren. She also loves her dog, Akela, and recently welcomed a new baby boy, Luxton.

                        100 Crescent Court
                        Dallas, TX 75201
                        erin.benedetto@ubs.com
                        Erin Benedetto
                        100 Crescent Court,Dallas,TX,75201
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                      ElectionWatch 2024

                      24 questions for the '24 US election

                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                      Download the report

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