Let's move forward. Together.

[RCPS] UBS office building

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Globe

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.

  • Gary Owens

    Gary Owens

    Managing Director–Wealth Management

    Financial Advisor

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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
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Gary leads a team that is committed to serving the needs of ultra high net worth clients by developing and maintaining a custom wealth management plan as well as working with corporations wishing to enhance the delivery of employee benefit plans. He implements and administers equity based compensation plans that help corporate clients attract and retain key executives and employees. Gary holds the FINRA series 7, 31, 63 & 65 registrations. In addition he assists individuals and their families in managing wealth to help them pursue their unique goals and priorities

    For more than 20 years Gary has been firmly committed to long term relationships and delivers exceptional client service. Before joining the financial services industry Gary served in the United States Army and the Army National Guard and also worked as a senior business analyst.

    Gary earned a Bachelor of Business Administration in Management from Evangel University. He was consistently named one of Barron’s "Top 1,000 Financial Advisors" since 2011 (Published annually in February. Rankings based on data as of September 30 of prior year) and one of Barron’s "Top 1,200 Financial Advisors" in 2015 and 2016 (Published annually in Feb-March. Rankings based on data as of September 30 of prior year).

    He is an avid mountain biker and runner who enjoys outdoors with his family. Gary also competes in various triathlons. He recently completed his second Ironman 140.6 competition. Gary and his wife Cara have been married for more than 25 years and have two children.

    Community involvement is an integral part of how Gary interacts with clients and communities. He is enthusiastically involved with volunteering and fundraising for organizations such as Aging Mind Foundation and serves on the board for the Dallas Contemporary museum.

          100 Crescent Court
          Suite 400
          Dallas, TX 75201
          gary.owens@ubs.com
          Gary Owens
          100 Crescent Court,Dallas,TX,75201
        • Travis Owens

          Travis Owens

          Financial Advisor

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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
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Travis Owens began his career in the financial industry after graduating from Texas Christian University in 2018. Travis and his team of investment industry professionals combine their industry knowledge and capabilities with the investment insight and global banking resources of UBS Financial Services, Inc. to provide a full range of wealth management services to plan sponsors and corporate executives. Travis’ main focus is the client experience and helping to ensure the client receives exemplary service they deserve. It is his goal to establish and maintain relationships and to provide the tools to simplify and manage a client’s wealth. 

          Outside of the office, Travis enjoys travelling, biking, football and spending time with friends and family.

          Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

                100 Crescent Court
                Suite 400
                Dallas, TX 75201
                travis.owens@ubs.com
                Travis Owens
                100 Crescent Court,Dallas,TX,75201
              • Allison Williams

                Allison Williams

                Associate Director

                Senior Wealth Strategy 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
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Allison Williams has been a part of the financial services industry since 1998.  She exclusively works as a key relationship manager for ultra-high-net-worth clients.  Her primary focus is on providing first-class client service and strategic operational and administrative support to the group's clients.  She focuses on Rule 144 and Rule 10b5-1.

                Allison graduated from University of Utah with a Bachelor of Science with a major in Communications.  She holds the Series 7 and Series 66 FINRA registration.

                      100 Crescent Court
                      Suite 400
                      Dallas, TX 75201
                      allison.williams@ubs.com
                      Allison Williams
                      100 Crescent Court,Dallas,TX,75201

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                    UBS and Credit Suisse—stronger than ever

                    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.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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