Your life. Your wealth. Your future.

Pursue what matters most

Nowlin, Ferguson, O'Connell, Durham Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Edwin-Boots-Nowlin-Jr

    Edwin "Boots" Nowlin Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • DE
    • FL
    • IN
    • LA
    • NC
    • NY
    • OK
    • TX
    • VA
    • WA

    For over 45 years Boots had been fortunate to have been part of some this country's premier service organizations including IBM, Amdahl, Alliance Bernstein and Deutsche Bank. Boots transitioned his team to UBS in 2012. He holds both a Bachelors and Master's Degree in Engineering from Southern Methodist University and is a diligent student of financial markets. Boots actively participates and contributes to his community in Dallas as a Board Member for the SMU College of Engineering, Park Cities Presbyterian Church, Young Life and Dallas Salesmanship Club. Boots is married to Susan and has three grown daughters.

      • Southern Methodist University, Bachelors and Master's Degree in Engineering
        100 Crescent Court
        Dallas, TX 75201
      • Brant-Ferguson

        Brant Ferguson, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • CA
        • CO
        • CT
        • DE
        • FL
        • IN
        • LA
        • MA
        • MI
        • MN
        • NC
        • NJ
        • NY
        • OK
        • PA
        • TN
        • TX
        • VA
        • WA

        Brant began his career over 28 years ago in the financial services industry focusing on serving institutional clients around the country. Prior to joining UBS Institutional Consulting in 2009, he spent 10 years as a Senior Investment Management Consultant and Corporate Client Group Director at Smith Barney, as well as 7 years at Merrill Lynch as a Wealth Advisor. Today, as part of UBS' Wealth Management division, Brant is a trusted advisor to both institutional and high net-worth private clients. Brant is holds a B.S. in Political Science from Southern Methodist University in Dallas Texas, and is both a Chartered Retirement Plans Specialist (CRPS) and an Accredited Investment Fiduciary (AIF). Civically, Brant is a member of the Investment Management Consultants Association (IMCA), Chairman of the West Dallas Community School Foundation, Executive Board Member of the West Dallas Community School, Investment Committee Member of Circle Ten Council Boy Scouts of America Foundation, Advisory Board Member of The Dallas Foundation, a West Dallas Youth Mentor, and Deacon of his church. Brant is married to Ashley and has three children.

          • Southern Methodist University, B.S. in Political Science
          • Chartered Retirement Plans Specialist℠
          100 Crescent Court
          Dallas, TX 75201
        • Andrew-O'Connell

          Andy O'Connell, CEPA

          Vice President–Wealth Management

          Financial Advisor

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          • AR
          • CA
          • CO
          • CT
          • DE
          • FL
          • IN
          • LA
          • MA
          • MI
          • MN
          • NC
          • NJ
          • NY
          • OK
          • PA
          • TN
          • TX
          • VA
          • WA

          With experience ranging from Portfolio Manager to Investment Team Lead, Andy joined UBS Financial Services in 2013 after 10 years at JPMorgan's Private Bank.  He holds UBS's Portfolio Manager designation in connection with UBS's Portfolio Management Program.

          Andy received a B.S. in Finance from Southern Methodist University.  He and his wife, Alexis, have a young child, and are actively involved in numerous civic organizations.

            • Southern Methodist University, B.S. in Finance
            • Certified Exit Planning Advisor
            100 Crescent Court
            Dallas, TX 75201
          • Cory-Durham

            Cory Durham, CEPA

            Vice President–Wealth Management

            Financial Advisor

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            • AR
            • CA
            • CO
            • CT
            • DE
            • FL
            • IN
            • LA
            • MA
            • MI
            • MN
            • NC
            • NJ
            • NY
            • OK
            • PA
            • TN
            • TX
            • VA
            • WA

            Cory joined UBS in 2013 after nearly 8 years at JPMorgan's Private Bank and prior tenure at Lockheed Martin Aeronautics. Cory graduated with a bachelor's degree in e-Business and Finance from Texas Christian University and has an M.B.A. from Southern Methodist University with concentrations in finance and financial consulting.

            He is involved in a number of professional and non-profit organizations in the Dallas/Fort Worth community and serves on the board of Hunger Busters. He and his wife, Jenny, live with their two children in Dallas.

              • Texas Christian University, Bachelor's Degree in e-Business and Finance
              • Southern Methodist University, M.B.A. with Concentrations in Finance and Financial Consulting
              • Certified Exit Planning Advisor
              100 Crescent Court
              Dallas, TX 75201
            • Erin 2

              Erin Benedetto

              Client Associate

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
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              • VT
              • WA
              • WI
              • WV
              • WY

              Erin has spent nearly a decade working with both private and institutional investment clients. She is a native of the Dallas area and graduated from the SMU Cox School of Business. She also received her MBA from Texas Woman’s University. Erin joins Kathy Rosenthal in providing our clients with the highest possible level of service. She is a foodie, loves a good coffee shop, enjoys traveling, working out and staying active. She is also obsessed with her nieces, Aspen and Maya!

                    100 Crescent Court
                    Suite 400
                    Dallas, TX 75201
                  • Kathleen-Rosenthal

                    Kathleen Rosenthal

                    Client Associate

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                      Kathy has 30 years providing quality service and assistance to clients. She began her career in mutual funds with Fidelity Investments, then as an Account Executive for Amdahl in the field of IT; joining UBS from Deutsche Bank in 2012 . Kathy attended the University of North Texas with a pursued focus in Business and Finance.

                        • University of North Texas, Business and Finance
                          100 Crescent Court
                          Dallas, TX 75201

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        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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                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

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