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.


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

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    • AL
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • LA
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TN
    • TX
    • 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
      • Linda Harris

        Linda Harris

        Client Associate Senior

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        • 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

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          For needs that go beyond your own—to help you improve the lives of others

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          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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