Insight-based advice

Telescope in window

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.

Library

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Taglath "Tony" Milburn

    Taglath Milburn

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA

    Tony has been with UBS providing personalized financial guidance and a full range of investment services since 1992. He is a Wealth Advisor and is recognized as a member of the prestigious UBS President's Council for his work with business owners, corporate executives, professionals and affluent individuals. A former Marine, Tony holds a degree from the University of Texas at Arlington and serves on the finance committee of the Catholic Charities, where he leads workshops for those in need of assistance.

      • University of Texas at Arlington
        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
        taglath.milburn@ubs.com
        Taglath Milburn
        301 Commerce Street,Fort Worth,TX,76102
      • Linda Harris

        Linda Harris

        Senior Registered Client Associate

        • image
        • image
        • TX
        Linda has worked in financial services since 1987, providing administrative support for client accounts and trading services. She has been with UBS since 2007 and holds series 7, 63 and 66 securities licenses. Linda earned her degree from Pasadena City College in California.

          • Pasadena City College in California
            301 Commerce Street
            Suite 2800
            Fort Worth, TX 76102
            linda.harris@ubs.com
            Linda Harris
            301 Commerce Street,Fort Worth,TX,76102
          Three generations in apple orchard

          Turn possibilities into a plan

          House View Monthly

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          LA Skyline

          Los Angeles fire relief

          Support and resources

          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings