Milburn Wealth Management
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Experience

Makes all the difference

Milburn Wealth Management is dedicated to being the trusted advisor clients turn to for guidance and perspective. Our highly responsive, integrated, and collaborative team invests the time to fully understand your family's wealth management needs so we can execute the right strategies for your unique situation. Our belief is simple: information is most useful when it provides context and empowers you to make informed confident decisions.

Taglath Milburn

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Taglath Milburn

Education

  • University of Texas at Arlington

Taglath Milburn

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Taglath Milburn

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • University of Texas at Arlington
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

taglath.milburn@ubs.com
Taglath Milburn
301 Commerce Street,Fort Worth,TX,76102

Linda Harris

Senior Registered Client Associate

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.

Registered States:
  • TX

Linda Harris

Education

  • Pasadena City College in California

Linda Harris

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Linda Harris

Senior Registered Client Associate

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.

Registered States:
  • TX

Education

  • Pasadena City College in California
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

linda.harris@ubs.com
Linda Harris
301 Commerce Street,Fort Worth,TX,76102

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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