Your lasting legacy

Couple in front yard

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

    First Vice President–Investments

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • IL
    • KS
    • MA
    • MD
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    Jim has been with UBS for 17 years and active in the securities industry for over 40 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
      • John-Doke

        John Doke

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • IL
        • KS
        • MA
        • MD
        • MS
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OK
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA

        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
          • 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
            • 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

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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