Experience

Makes all the difference

With over 100-years of combined investment experience and a 20-year partnership at UBS, our team has the ability to focus on targeted investment portfolio management strategies and to expand that scope to include the comprehensive wealth planning, legacy and philanthropy aspirations of our clients. We view this in-depth approach as a proper and necessary discipline to achieving objectives. By design, you can expect a level of service tailored to your specific needs, and an ongoing dialogue with respect to portfolio reviews and performance analysis.

James Madden

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Southern Methodist University, BBA and MBA Degrees with Concentration in Finance
100 Crescent Court
Dallas, TX 75201

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John Doke

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • University of Texas at Austin, BBA in Finance
100 Crescent Court
Dallas, TX 75201

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Kelly McClintock Lane

Investment Associate

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

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • MA
  • MD
  • MO
  • NC
  • NE
  • NJ
  • NY
  • OH
  • OK
  • TX
  • VA
  • VT
  • WA
100 Crescent Court
Dallas, TX 75201

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