Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mother daughter ocean

Nancy Sawicki, CFP

Senior Vice President–Wealth Management

Financial Advisor

Nancy has over 25 years of planning and wealth management experience. Nancy received the CERTIFIED FINANCIAL PLANNER™ designation and assists clients in solving their complex planning needs.

Nancy leverages her background in financial services to focus on wealth management for individuals and businesses. With an emphasis on wealth preservation strategies and in developing financial plans specifically tailored to clients’ needs, Nancy prepares allocation models using complex algorithms to minimize risk and to increase the expected rate of return of a client’s overall portfolio. As a financial advisor at UBS, Nancy provides a full range of wealth management services including: retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.

Nancy is passionate about giving back to the community and has been active in mentoring young women. She has been a board member with Big Thought, one of the nation's leading nonprofit organizations focused on improving public education through creative learning, Trinity River Mission, Girls, Inc., Dallas Greater Senior Citizens organization, the Dallas chapter of Cystic Fibrosis and is a sustaining member of the Junior League of Dallas.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
100 Crescent Court
Dallas, TX 75201
  • (214) 932-8915

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Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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