Experience

Our clients are entrepreneurial, self-made, and very philanthropic

Donald Peterson is an accomplished Private Wealth Advisor at UBS, with over three decades of experience in the financial services industry.  He became one of the first advisors in the firm’s prestigious Private Wealth Management division.  In this capacity, he caters to the needs of UBS’s wealthiest and most complex wealth management clients.

As both a Private Wealth Advisor and Senior Portfolio Manager, Don offers a range of tailored services to his clients.  He excels in complex estate and wealth planning, utilizing his extensive knowledge to help clients navigate intricate family and business dynamics while preserving and transferring wealth efficiently.  His expertise extends to retirement planning, investment management, tax optimization, and risk management strategies.  This ensures that each client’s financial goals are well-aligned and proactively addressed.

Throughout his career, Don has received industry recognition from esteemed publications, including Barron’s, Forbes, Financial Planning, and the Financial Times. His reputation as a trusted advisor is a testament to his commitment to delivering personalized solutions and fostering enduring client relationships. His dedication, experience and diverse skill set have positioned him as a highly sought-after professional by business owners, executives, families, and institutions seeking sophisticated financial guidance and wealth management expertise.

Credentials that build confidence

B.B.A., Texas A&M University
Series 3, 7, 63, and 65 securities licenses
Texas General Lines Insurance license
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor
Chartered Financial Analyst®

Relationships are the reward

Amy joined UBS from Morgan Stanley in 2013. She began her career in 1998 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 Team 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. 

Credentials that build confidence

B.A. in Psychology from Southern Methodist University; Minor in Economics 
Series 3, 7, 31, 63 and 65 securities licenses 
UBS Team Associate Advisory Council 2019-2020 (2 year term) 

Outside of UBS

Amy lives in Dallas with her husband, Dave, and their twin daughters. In her spare time, she enjoys training for marathons and summer vacations to Northern Michigan with family. 

Educate & Empower

Before joining UBS, Tom served on active duty, 10 years, in the US Navy as a Weapons Systems Officer (WSO) in the F/A-18F Super Hornet and as an Associate Professor of Naval Science at Norfolk State University and Hampton Roads University.  This background brings a divergent approach to client service, investing, risk management and financial planning.

Prior to joining the Peterson Group, Tom was a Wealth Planning Associate at UBS for five years.  In this role, he supported Financial Advisors and their clients all around the US, specializing in financial planning while simultaneously earning multiple designations.  He enjoys getting to know each client’s Needs, Wants, and Wishes to develop a tailored financial plan that matches the individual’s dynamic lifestyle and goals.  Tom believes in being proactive, not reactive.

Tom specializes in building financial plans that encompass retirement planning, corporate stock options, selling of a business, legacy planning, and philanthropy.

After separating from active duty, Tom is now a Navy Reservist, participating in military exercises all over the world. Through the constant pursuit of servant leadership Tom strives to present our clients with keen insights and opportunities to make their dreams a reality.

Credentials that build confidence

B.A., French & Spanish, Texas State University
MBA, The College of William & Mary
Series 7, 66 securities license
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor®
Certified Investment Management Analyst®
Certified Exit Planning Advisor
Accredited Wealth Management Advisor®
Retirement Management Advisor®
Texas General Lines Insurance license

Outside of UBS

Tom and his family live in San Antonio, TX. He enjoys tracking his car at High Performance Driver Education (HPDE) events at different racetracks around the US. Tom and his wife enjoy wine-walks, yoga, bike rides with their daughter, and hiking at different parks.