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
  • ID
  • LA
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • TN
  • TX
  • 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
  • ID
  • LA
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • TN
  • TX
  • VA

Education

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

Email Me

Linda Harris

Senior 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 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

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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.

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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).

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