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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Michael graduated from Louisiana State University in 1977 with a B.S. in Accounting and in 1979 with an M.S. in Finance.
He worked for Barclays American Commercial in the asset based lending/factoring business from October 1980 to April 1985, in their Credit Department and then in Business Development. From April 1985 to June 1986, he was with First City Bank – Addison, as a Vice–President, where he was involved in Commercial Lending and Business Development for the bank. In June 1986, he joined Paine Webber (subsequently bought out by UBS Group AG, in November 2000).
Michael grew up in St. Louis, Missouri and lives in Plano Texas, with his wife, Lynette, their two sons, Matthew and Andrew, and their two Golden Retrievers.
Michael's favorite hobbies are playing golf, boating, travelling and spending time with his family and their friends.
Education
Senior Vice President–Wealth Management
Financial Advisor
Michael graduated from Louisiana State University in 1977 with a B.S. in Accounting and in 1979 with an M.S. in Finance.
He worked for Barclays American Commercial in the asset based lending/factoring business from October 1980 to April 1985, in their Credit Department and then in Business Development. From April 1985 to June 1986, he was with First City Bank – Addison, as a Vice–President, where he was involved in Commercial Lending and Business Development for the bank. In June 1986, he joined Paine Webber (subsequently bought out by UBS Group AG, in November 2000).
Michael grew up in St. Louis, Missouri and lives in Plano Texas, with his wife, Lynette, their two sons, Matthew and Andrew, and their two Golden Retrievers.
Michael's favorite hobbies are playing golf, boating, travelling and spending time with his family and their friends.
Education
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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