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.

3 Generations walking on beach

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

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights