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$3.1 trillion
In invested assets globally
As of 03/31/2021
Financial Advisor
Megan’s investment banking background and experience leading Investor Relations for a publicly traded company laid the foundation for her role as a trusted advisor. With a personal touch and calm manner, Megan understands the complex financial needs of successful professionals and families.
Experience
• Prior to joining UBS, Megan was Vice President of Investor Relations for a Dallas-based publicly traded company
• Investment banking analyst at J.P. Morgan where she advised on mergers and acquisitions and public and private financing transactions across consumer and retail industries
Education
• Graduated with Honors from the University of Texas at Austin with a B.B.A. in Finance
Personal
• Megan and her husband, Adam, live in Dallas with their daughters Penelope & Samantha
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Megan’s investment banking background and experience leading Investor Relations for a publicly traded company laid the foundation for her role as a trusted advisor. With a personal touch and calm manner, Megan understands the complex financial needs of successful professionals and families.
Experience
• Prior to joining UBS, Megan was Vice President of Investor Relations for a Dallas-based publicly traded company
• Investment banking analyst at J.P. Morgan where she advised on mergers and acquisitions and public and private financing transactions across consumer and retail industries
Education
• Graduated with Honors from the University of Texas at Austin with a B.B.A. in Finance
Personal
• Megan and her husband, Adam, live in Dallas with their daughters Penelope & Samantha
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
