An experienced and committed team

Gary Owens leads a boutique advisory practice within UBS Private Wealth Management, serving ultra-high-net-worth individuals, families, and entrepreneurs. With over 30 years of experience in the financial services industry, Gary helps clients navigate the complexities of significant wealth with purpose and clarity. His team provides family office–style services—including multigenerational planning, customized investment strategies, and coordinated estate, tax, and philanthropic planning—tailored to align with each client’s long-term goals.

While his practice began with advising senior executives on corporate equity compensation, Gary now works closely with entrepreneurs and business owners navigating liquidity events, helping them transition from concentrated equity to diversified, tax-efficient portfolios. His team—which includes his son, a next-generation advisor—offers a multigenerational approach focused on legacy, stewardship, and long-term continuity.

Gary holds FINRA Series 7, 31, 63, and 65 licenses and earned a BBA in Management from Evangel University. After college, he began his career in the U.S. Army, serving in military police and military intelligence roles. After active duty, he worked in the private sector as a senior business analyst while continuing his service in the Army National Guard.

He has been recognized multiple times by Barron’s among the nation’s leading financial advisors, including the Top 1,000 list (2011–2014) and Top 1,200 list (2015–2016).

Gary and his wife, Cara, have been married for over 35 years and have two adult children. He is an avid triathlete and mountain biker and remains active in philanthropic work, including board service at Dallas Contemporary and support for the Aging Mind Foundation.

Travis Owens began his career in the financial industry after graduating from Texas Christian University in 2018. Today, he works alongside a team of seasoned investment professionals who combine deep industry knowledge with the global resources of UBS Financial Services Inc. to deliver a comprehensive range of wealth management services tailored to plan sponsors, corporate executives, and multi-generational families. 

Travis holds the FINRA Series 7 and 66 licenses and is an Accredited Wealth Management Advisor™ (AWMA^®). He is dedicated to creating an exceptional client experience, with a focus on delivering personalized guidance and ensuring each client receives the high level of service they deserve. His mission is to build long-lasting relationships and provide clients with the tools and strategies to simplify and manage their financial lives with confidence.

Outside of work, Travis enjoys traveling, racquet sports, and spending time with family and friends.

Allison Williams has been a dedicated professional in the financial services industry since 1998. She serves as a key relationship manager to our ultra-high-net-worth families, ensuring an exceptional client experience with thoughtful attention to both strategic and operational needs.

With deep expertise in Rule 144 and Rule 10b5-1 execution, Allison plays a critical role in delivering seamless support across equity compensation planning, liquidity events, and complex account transitions. Her leadership behind the scenes helps drive the firm’s commitment to precision, efficiency, and elevated service.

Allison earned her Bachelor of Science degree in Communications from the University of Utah and holds FINRA Series 7 and 66 registrations.