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
        • 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

          Andrew O'Connell

          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
          • 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
            • Portfolio Manager
            100 Crescent Court
            Dallas, TX 75201
          • Cory-Durham

            Cory Durham

            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
            • 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
                100 Crescent Court
                Dallas, TX 75201
              • Case-Carpenter

                Case Carpenter

                Financial Advisor

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                • LA
                • TX

                Case joined UBS in June of 2019 after graduating from the University of North Carolina at Chapel Hill where he earned a degree in both Management & Society and U.S. History while playing for the UNC Men's Lacrosse program.

                Case actively serves his community through the outreach programs of his church, Park Cities Presbyterian, and enjoys spending time with his dog, Scout.

                  • University of North Carolina at Chapel Hill, Management & Society and U.S. History
                    100 Crescent Court
                    Dallas, TX 75201
                  • Rebecca-Danielle-Hallman

                    Rebecca Danielle Hallman

                    Senior Client Service Associate

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                    • CA
                    • FL
                    • IL
                    • TX

                    Rebecca began her career with UBS in 2015 as a Client Service Associate.  She works closely with clients in an operational capacity. Rebecca is currently working on a B.A. in business finance from University of Texas at Dallas.

                    Rebecca is a member of Rockwall & Brinn Church of Christ and enjoys spending time with friends and family.

                      • University of Texas at Dallas, BA in Business Administration
                        100 Crescent Court
                        Dallas, TX 75201
                      Education financing

                      Education financing

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                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      A way forward

                      Understanding your life, your wealth and what you want to accomplish.

                      We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                      Let's talk about how we can help you plan for the life you want

                      Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $3.3 trillion

                      In invested assets globally 
                      As of 12/31/2021

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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