Decades of experience. Disciplined approach.

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In the midst of your evolving financial life, your wealth becomes more complicated and your decisions that much more challenging. That's why we believe successful families, corporate executives and business owners have turned to the Meece - Barr Group, founded by Marshall Meece and Ray Barr. By offering our advice, guidance and five decades of experience, we strive to help our clients feel more confident about the future—knowing their financial lives are in good hands.

Whether your priorities involve preserving assets, transitioning to retirement or creating an enduring legacy, we can help you pursue what matters most. As a multigenerational team of Financial Advisors with multigenerational clients, we work together to provide customized solutions and investment strategies that align with your objectives.

When working with the Meece – Barr Group, you gain access to the global resources of UBS, one of the world’s largest wealth managers. We leverage the firm’s timely perspectives and insights to help meet your most important goals—today and for generations to come.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Marshall Edward Meece

    Marshall Meece

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • GA
    • IA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NM
    • NY
    • OK
    • OR
    • TN
    • TX
    • UT

    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.

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          marshall.meece@ubs.com
          Marshall Meece
          98 San Jacinto Boulevard,Austin,TX,78701
        • Hardie Barr

          Hardie Barr

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Insights grounded in experience
          With more than 35 years of experience in the financial services industry, Ray has helped clients navigate through every type of market cycle, confidently serving the needs of successful families, corporate executives and business owners. He joined UBS in 2009 and subsequently co-founded the Meece – Barr Group. Prior to joining UBS, Ray spent 26 years advising clients of Merrill Lynch on portfolio management and financial planning.

          As a Senior Portfolio Manager as well as a Chartered Retirement Planning CounselorSM, Ray has extensive experience in financial planning and advises his clients through discretionary investment management. His trusted guidance is especially valued during challenging and volatile financial times.

          Credentials that build confidence

          • Chartered Retirement Planning CounselorSM (CRPC®)
          • Series 7, 8 and 63 securities licenses
          • Life and health insurance licenses
          • B.B.A., finance, Stephen F. Austin State University

          Outside of work
          When it comes to giving back to the community, Ray is an active volunteer with the Central Texas Angel Network. He also belongs to the Texas Public Policy Foundation and Stephen F. Austin State University Alumni Association. In his free time, Ray enjoys traveling, golf, reading about history, watching movies and staying active. He considers himself a student of motion picture film and documentaries, balancing this hobby with a rigorous pursuit of physical fitness.

                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701
                ray.barr@ubs.com
                Hardie Barr
                98 San Jacinto Boulevard,Austin,TX,78701
              • Laura Jane Moellering

                Laura Moellering

                Investment Associate

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                • 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.

                      Home Worker IL
                      Home Worker IL, IL 000
                      laura.moellering@ubs.com
                      Laura Moellering
                      Home Worker IL,Home Worker IL,IL,000
                    • Maria L. Sosa

                      Maria Sosa

                      Client Associate

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                        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.

                              98 San Jacinto Boulevard
                              Suite 600
                              Austin, TX 78701
                              maria.sosa@ubs.com
                              Maria Sosa
                              98 San Jacinto Boulevard,Austin,TX,78701
                            Our disciplined planning approach

                            Our disciplined planning approach

                            Investment management

                            Investment management

                            Personal service

                            Personal service

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

                            UBS Group invested assets
                            As of 03/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

                            Insights