Great ventures. Confident exits.

Private Wealth Management

Peterson yoder

You have invested extensive time, energy and capital into building a successful company. You take pride not only in your financial accomplishments, but also in the meaningful contributions your company has made in the community and beyond. Looking ahead, how do you choose a team who understands the sacrifices you have made in the past, and the road map needed to achieve a successful exit in the future?

Understanding entrepreneurs
At The Peterson Group, we recognize that the businesses of our clients are the principle drivers of their long-term wealth. By focusing on business transactions and personal wealth management for entrepreneurial families, we have spent the last 25 years guiding clients through various business cycles, family chapters and life-changing exits.

From helping assemble a strong exit planning team, to guiding clients through time-sensitive planning decisions before, during and after your transaction, we are a dynamic Private Wealth Management team that can help entrepreneurs pursue financial well-being for their families, businesses and legacies.

Founders take significant risks to create shareholder value and improve the world around us. Between their illiquid balance sheets and limited bandwidth, we believe founders not only are the most deserving of our time and attention, but stand to benefit the most from what we do.

- Don Peterson
  • Donald Peterson Profile Photo

    Donald S. Peterson, CFP®, CFA®, CEPA®

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WI
    • WV
    • WY

    As the Private Wealth Advisor and Sr. Portfolio Manager of our team, Don has over 25 years of experience addressing the complex financial planning, investment, tax, and regulatory issues faced by corporate executives and business owners. Don is also an expert in administering equity compensation, retirement, and deferred compensation plans, as well as restricted securities compliance and execution. Don holds the Chartered Financial Analyst (CFA®) designation, the Series 3, 7, 66, and Texas General Lines Insurance licenses, and is a Certified Financial Planner (CFP®). Don is the lead portfolio manager for the team’s proprietary Closed End Fund and Preferred Stock portfolios. 

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Senior Portfolio Manager
      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Analyst®
      • Certified Exit Planning Advisor
      100 Crescent Court
      Dallas, TX 75201
    • Amy Howe Profile Photo

      Amy Michelle Howe

      Authorized Officer

      Team Administrator

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • LA
      • MA
      • MI
      • MO
      • NC
      • NE
      • NJ
      • NY
      • OH
      • OK
      • PA
      • SD
      • TX
      • VA
      • WA
      • WY

      Amy joined UBS from Morgan Stanley in 2013. She began her career behind the scenes in the back-office, learning the intricacies of branch operations and administration. Seeking to work more directly with clients, Amy moved into the position of Client Service Associate, and then on to Team Administrator. Amy 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.

      A graduate of Southern Methodist University, she received her B.A. in Psychology in 1998, along with a minor in Economics.  In her spare time, Amy enjoys spending time with her husband, Dave, and training for marathons.

        • Southern Methodist University, B.A. in Psychology
          100 Crescent Court
          Suite 400
          Dallas, TX 75201
        Entrepreneurs and Exits

        Entrepreneurs and Exits

        Manage your wealth today for tomorrow

        Access a world of resources

        Access a world of resources

        Entrepreneurs and exits

        Over the years, our team has built lifelong relationships with entrepreneurs throughout the country. Today, we continue to address the full cycle of their goals—from start up to growth to sale or succession. No matter how unique your business or the vision you have for its future, we believe that the more financial planning you do in advance of a sale, the better your foundation for all the steps that follow.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager