Your wealth. Your plan. Your life.

Private Wealth Management

Navigate Wealth Partners is an experienced team who have guided individuals, families and business owners through transition events. From early-stage planning through the post-sale period, we help clients navigate complex liquidity events. Year after year, successful families, entrepreneurs and executives have chosen our team to help them simplify their financial world, manage risk and pursue their most important planning and investment goals.

Whether you’re seeking financial planning or customized portfolio construction, transitioning away from your business or a family office creating a more tax-efficient estate strategy, we will collaborate with you and your other professional advisors to deliver one integrated approach. Navigate Wealth Partners provides you with a boutique experience, trusted financial advocacy and straightforward advice—a plan tailored for the life you lead and the priorities that matter most to you.

Navigate team

Who we work with

reading

Sophisticated portfolio management

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Crafting an enduring legacy

People sitting at table

Customized portfolio structuring

Trail ahead

Business transition planning

Family dinner

Relationships you can count on

Thoughtful planning for the goals that matter to you

Our seasoned team has guided generations of families, senior executives and entrepreneurs through complex wealth challenges. With our extensive backgrounds, we bring an experienced planning perspective to your financial world as we help prioritize your goals—from liquidity to legacy planning, establishing your proper asset allocation, managing risk and assessing your estate and charitable planning strategies.

  •  Ryan Berube

    Ryan Berube, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • WA
    • WY

    Ryan began his career in wealth management in 1997. Prior to finding his passion in finance, he learned the meaning of discipline and teamwork as a celebrated professional athlete. He is a 26-time NCAA All-American swimmer who won an Olympic gold medal anchoring the 1996 4 x 200y Freestyle relay in Atlanta.

    Ryan successfully lead wealth management teams at Credit Suisse, U.S. Trust, J.P. Morgan and Quest Capital Management before joining UBS in 2015. He graduated from Southern Methodist University with a B.B.A. in history and a B.B.S. in finance.

    Outside of work Ryan is actively involved with leading the local chapter of Swim Across America, raising money for cancer research. He also serves on the Board of the Southwest Chapter of U.S. Olympians and manages to find a little time to coach young children in the pool. Ryan lives in Dallas with his wife, Michele, and their two sons, Jack and Rush.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Southern Methodist University , B.B.A. in history and B.B.S. in finance
    • Series 7, 66 securities licenses and insurance licenses
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Private Wealth Advisor
    100 Crescent Court
    Suite 400
    Dallas, TX 75201
    ryan.berube@ubs.com
    Ryan Berube, CFP
    100 Crescent Court,Dallas,TX,75201
  • Allen Abney

    Allen Abney, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • WA
    • WY

    Allen joined UBS in 2015 from Credit Suisse, where he spent seven years as a financial advisor. Prior to working in financial services, Allen had a successful career in politics. He served in several appointed positions in the Bush administration, most notably as a Presidential Spokesperson at the White House. During his time in D.C., he also served as a government and public affairs consultant, guiding Fortune 500 companies through complex regulatory and legislative environments.

    Allen earned his M.B.A. and B.B.A from the Cox School of Business at Southern Methodist University and remains active in their Alumni Association.

    In his free time, Allen enjoys running, golf and spending time with his wife, Hannah, and their three sons, Jack, Wright and Ellis.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Southern Methodist University, Cox School of Business, M.B.A. and B.B.A
    • Series 7, 66 securities licenses and insurance licenses
    • Certified Exit Planning Advisor
    • Portfolio Manager
    • Private Wealth Advisor
    100 Crescent Court
    Suite 400
    Dallas, TX 75201
    allen.abney@ubs.com
    Allen Abney, CEPA
    100 Crescent Court,Dallas,TX,75201
  • Jeannette Maddox

    Jeannette Maddox

    Client Associate

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • LA
    • MA
    • MI
    • NC
    • NE
    • NJ
    • NY
    • OK
    • SD
    • TN
    • TX
    • WA
    • WY

    Jeannette joined UBS in 2018.  She brings a wealth of experience in branch operations, administration and client service having held positions at two Wall Street firms.  Prior to that she had a successful career in the insurance industry.  Jeannette is committed to providing excellent service by anticipating the day-to-day needs of clients and ensuring the smooth execution of all facets of the client experience.

    Jeannette is a graduate of the University of Florida with a degree in finance.  She holds the series 7, 66 and insurance license.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • University of Florida , B.S., finance
      • Series 7, 66 securities licenses and insurance licenses
        100 Crescent Court
        Suite 400
        Dallas, TX 75201
        jeannette.maddox@ubs.com
        Jeannette Maddox
        100 Crescent Court,Dallas,TX,75201

      Managing wealth is our craft

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      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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