Let's move forward. Together.

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• TX
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• WV

Close guidance
As the founder of McNeil Wealth Management Group, JimBob has guided his clients through significant life events, financial transitions and several bear market cycles for over 25 years. This experience has helped him assist families throughout all phases of their financial lives, from planning for college, marriage and retirement to the death of a loved one. As he works closely with clients and their families, JimBob is immeasurably helped by his new team, who provide superior service and consistent administrative support. Their youth ensures that multiple generations can continue to trust and rely on McNeil Wealth Management Group’s custom-tailored financial solutions.

A top-performing financial advisor
Prior to entering the financial services industry, JimBob grew up on a family ranch in Pecos, TX, where he was highly involved in livestock shows and rodeo. After competing in college rodeo at Howard College, he joined the family business in trading cattle for several years before being offered the opportunity to open the first Edward Jones investment office in Pecos. He joined UBS in 2009 and, as one of the firm’s top-performing financial advisors, has been named to the UBS Chairman’s, President’s or Director’s Councils for the last seven years.

Outside the office
JimBob is a proud father to two daughters—Taryn Smith and Jordan Agar—and a grandfather to two girls, Suttyn Smith and Andi Agar, and a boy, Sawyer Smith. He and his wife, Leslie, live in Midland, TX, and enjoy traveling and spending  as much time with family as possible. JimBob also enjoys golfing, sports and occasionally going to livestock shows.

• Series 7, 63 and 65 securities licenses

• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KS
• KY
• LA
• ME
• MI
• MO
• NM
• NV
• NY
• OH
• OK
• OR
• SC
• TN
• TX
• VA
• WA
• WV

Comprehensive services, a passion to help
Along with his team at McNeil Wealth Management Group, Gary works to build long term relationships with clients based on individualized financial planning that targets specific goals and personal financial situations. He enjoys his work because it provides him with the opportunity to help clients and their families in diverse areas—financial and retirement planning, estate and family advisory services, insurance and risk management, and lending and banking.

West Texas values
Gary’s upbringing on a ranch and his involvement in competitively showing livestock not only taught him early on the classic West Texas values of integrity and hard work, but brought insights into financial planning and money management. His deep background in agriculture and cattle makes him well positioned to understand the needs of clients and their families, as well as the land and businesses that generate their wealth. And as a young professional, he relates to and has personal experience with the goals and challenges faced by next-generation Texans.

A focus on family
Gary lives in Midland, TX, with his wife, Jordan, and daughter, Andi. He and his family enjoy traveling and golfing, as well as working with their small Simmental cattleseed stock operation. When he’s not spending time with family, Gary enjoys being involved in 4-H and FFA youth livestock activities within the community.

• Oklahoma State University, B.S. Animal Science and Agriculture Economics
• Redlands Community College, A.S. Agriculture Business

• Series 7 and 66 securities licenses

• TX

Providing assistance and support
As Client Service Associate for McNeil Wealth Management Group, Sydney assists with operations, paperwork, asset transfers—anything to maintain the excellent level of care and service that each client deserves. She prides herself on the fact that clients call on her with a question or a service request and always receive a prompt answer. Through the process of helping people, she gets to know families she serves and loves being there for the important events in their lives.

Industry experience
Sydney began her career in the financial services industry at Morgan Stanley in 2014 and joined UBS in 2018. Her eight years of industry experience in a fast-changing environment gives her the know-how to help her clients in almost any situation, as do the credentials she has earned with her Series 7 and 66 securities licenses.

Outside of UBS
Sydney lives in Midland, TX, and enjoys spending time with family and friends. Her 13- year-old daughter attends Midland Christian and keeps her mother busy with extracurricular activities that include cheer, volleyball and basketball.