A legacy for generations

[PWM] UBS Lobby-keys

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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  • Patrick McCuller

    Patrick McCuller, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WY

    For more than 20 years, Ryan has worked with a select group of multi-generational, affluent families to provide holistic wealth management and concierge services. Envisioning a team built for longevity and designed to serve the complex, generational issues of the modern, ultra-affluent family, Ryan founded what is now McCuller Wealth Management Group in 2011.  Ryan received his B.B.A. in Finance from the University of North Texas and has completed programs at Donald T. Regan School of Advanced Finance Management and Wharton School of Business. Ryan supports and serves as a board member of multiple non-profit organizations.

      • University of North Texas, B.B.A. in Finance
      • Wharton School of Business
      • Certified Investment Management Analyst®
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    • Robert Senter

      Robert Senter

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • IL
      • KS
      • LA
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • RI
      • SC
      • TX
      • VA
      • WY

      Bobby joined the McCuller Wealth Management in 2011, after graduating from Texas Christian University with a B.B.A. in Finance and a minor in Energy. As a Private Wealth Advisor, Bobby's primary roles on the team include managing family relationships, financial & advanced planning, and coordination with 3rd party estate planning and tax advisors to ensure that our clients receive, process, and implement tailored, world class advice. Bobby and his wife Rachel are passionate about the outdoors and serving through Onward Community Church. They live in Prosper with their son and daughter.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • Texas Christian University, B.B.A. in Finance and a Minor in Energy
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
      • Christina Dlugosch

        Christina Dlugosch

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IL
        • KS
        • LA
        • NC
        • NE
        • NJ
        • NM
        • NY
        • SC
        • TX
        • VA

        Christina entered the financial services industry in July of 2011. As a Senior Wealth Strategy Associate, her focus is overseeing the operations of the team and ensuring the delivery of exceptional client experience. Prior to joining the team, she was a successful technical sales manager in the aerospace and defense and EDA industries for over 10 years. She received a BS in Chemical Engineering from Texas A&M University. She holds FINRA Series 7and Series 66 licenses. Christina devotes her free time to supporting her three children's activities in Boy Scouts, band, and club soccer and also enjoys volunteering in the community through National Charity League.

          • Texas A&M University, BS in Chemical Engineering
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
          • Sherry Rowland

            Sherry Rowland

            Senior Wealth Strategy Associate

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            • CA
            • CO
            • FL
            • NY
            • TX

            Sherry is a Senior Wealth Strategy Associate and Certified Divorce Financial Analyst®  As a Senior Wealth Strategy Associate she is responsible for working directly with high net worth clients, while engaging both the investment and financial planning aspects of the practice to successfully construct, implement, and monitor client strategies. Additionally, as a Certified Divorce Financial Analyst® she provides divorcing clients an understanding of the various asset division options that are available to them and how those options impact their financial concerns and goals.

            Sherry began her career in the financial services industry in 2006 and later joined UBS in 2008.  Over the last 16 years her fundamental focus has been to be a resource for clients by understanding their concerns, objectives and aspirations because she believes that empowering clients with knowledge and thoughtful advice to navigate present and future financial decisions with confidence is her paramount duty as a financial professional. 

                  7250 Dallas Parkway
                  Suite 1200
                  Plano, TX 75024

                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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