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.

Let’s pursue the path forward together

Wealth transfer across generations

Maximize your potential wealth

Navigating opportunities across your enterprise

Customized portfolio structuring

Our investment management approach is grounded in helping you preserve all you’ve achieved—to enjoy today and for the next generation. We believe that tapping the collective wisdom of UBS, combined with independent due diligence, diversification and risk, creates a solid foundation for financial success.

Asset allocation
We recommend the investment mix that’s most appropriate for your goals and comfort with risk.

Managing risk
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk.

A long-term strategy
We build relationships for the long term. We are committed to addressing fluctuating markets, changing tax laws and your evolving family needs over time.

Relationships you can count on

We not only tackle the complex situation you face today, but also help you plan strategically for the future. Exceeding your expectations is our goal.

Family-oriented environment

We recognize that you need a customizable investment platform, along with family-focused services that help build confidence and trust. We strive reach across generations, create continuity and provide wealth preservation opportunities.

Collaboration and connection

As a team, we tap each other’s experience and abilities. We have built strong relationships with experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys.

Accessibility and accountability

From daily account troubleshooting to setting up online services to handling statements and tax information, our entire team combines personal attention with informed strategies for tackling all your needs.

From success to succession

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, CFP

Senior Vice President–Wealth Management

Financial Advisor
Ryan Berube, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6131
View bio Industry recognition
- 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, CEPA

Senior Vice President–Wealth Management

Financial Advisor
Allen Abney, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6130
View bio Industry recognition
- 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

Client Associate
Jeannette Maddox

Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6148
View bio
- 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

Ryan Berube, CFP

Senior Vice President–Wealth Management

Financial Advisor
Ryan Berube, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6131
View bio Industry recognition
- 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, CEPA

Senior Vice President–Wealth Management

Financial Advisor
Allen Abney, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6130
View bio Industry recognition
- 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

Client Associate
Jeannette Maddox

Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 Crescent Court
Suite 400
Dallas, TX 75201

214-965-6148
View bio
- 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

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your wealth. Your plan. Your life.

Navigate Wealth Partners

Wealth transfer across generations

Maximize your potential wealth

Navigating opportunities across your enterprise

Customized portfolio structuring

Relationships you can count on

From success to succession

Thoughtful planning for the goals that matter to you

Ryan Berube, CFP

Allen Abney, CEPA

Jeannette Maddox

Ryan Berube, CFP

Allen Abney, CEPA

Jeannette Maddox

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