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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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