Keep on track with the right financial advice

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Monda Hanna

Senior Vice President–Wealth Management

Financial Advisor

Monda Hanna is a Senior Vice President of Investments with UBS Wealth Management Americas. She has been in the investment business for thirty eight years. Her practice emphasizes investment in a strategic asset allocation tailored to meet each client’s specific financial needs, comfort levels and risk tolerances. She assists clients with their IRA rollovers and focuses on how they can best achieve their investment goals during both the accumulation and distribution stages of their financial lives.
 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • KS
  • LA
  • MA
  • ME
  • NC
  • NV
  • OK
  • OR
  • PA
  • TX
  • UT
  • WA
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0594

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Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

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

What will your legacy be?
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.

Learn more at ubs.com/wealthway.

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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