Decades of experience. Disciplined approach.

• AL
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• DC
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• IA
• ID
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• KS
• KY
• LA
• MA
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Insights grounded in experience
For more than five decades, Marshall has delivered comprehensive financial planning and customized investment strategies to the clients he serves. He is committed to helping clients pursue the goals that matter the most to them, their family and the future they’re shaping.

As a Senior Portfolio Manager in the UBS Portfolio Management Program, Marshall provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in multigenerational wealth planning, often working with second and third generations of a family. Prior to joining UBS in 2009 and co-founding the Meece – Barr Group, Marshall was a Financial Advisor at Merrill Lynch.

Credentials that build confidence

• Series 7, 8 and 63 securities licenses
• Life and health insurance licenses
• B.S., civil engineering, University of Texas at El Paso

Outside of work
Marshall has served on the Board of Directors for the Financial Industry Regulatory Authority. He and his wife, Sharon, have two children and five grandchildren. In his free time, Marshall enjoys collecting early Texas art.

• AL
• AZ
• CA
• CO
• ID
• IL
• LA
• MA
• MI
• MO
• NM
• NY
• OK
• OR
• TX
• UT

With more than three decades of financial services experience, Laura takes great pride in supporting the complex needs of existing clients. She is responsible for the implementation and maintenance of customized investment portfolios.

Laura began her career with Merrill Lynch in 1979 and transitioned to UBS in 2009. She holds the Series 7 and 63 securities licenses.

Outside of work, Laura volunteers her time to animal rescue efforts, especially finding homes for rescued dogs. Laura has two children, Sam (Barrie) and Molly and is a new Grandma to Charlie. She enjoys spending time with her family and her two rescue dogs.

As a Client Service Associate, Maria brings 20 years of financial services experience to the team. She is responsible for providing world-class service for all client inquiries and service-related needs. In addition, Maria manages all aspects of account administration, including operational support.

Maria started her career in 1999 as a Client Service Associate with the UBS Chicago office. She transitioned to the UBS Austin office in 2009 where she worked in operations before joining the Meece – Barr Group in 2016.

Maria’s free time is centered around her family and the community. She serves as a volunteer for Meals on Wheels and supports her active daughter in all of her activities.