Insight-based advice

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Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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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.

  • Kamron Praytor

    Kamron Praytor

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • LA
    • MA
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI

    Kam began his career with UBS in 1999. With over two decades in the financial services industry, he relies heavily on his experience to help guide our clients through every aspect of their financial lives. His passion to understand each client's concerns, needs and unique, evolving life helps him deliver customized advice, planning, and investment strategies to help them meet their personal goals.

    Kam is also responsible for overseeing the manager/investment selections for client portfolios. His diligent research and monitoring of our investment choices enable us to offer timely advice on an ongoing and consistent basis to those we serve.

    Kam earned his bachelor's degree from Texas Tech University with a focus on marketing and finance.  Kam enjoys playing golf, fishing, hunting, and spending time with his family. He has also been involved in many community activities, including serving as former President of the Westlake Chamber of Commerce, former board member and President of Western Hills Little League and an active volunteer at the Regents School of Austin.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Texas Tech University, Marketing and Finance
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
      kam.praytor@ubs.com
      Kamron Praytor
      98 San Jacinto Boulevard,Austin,TX,78701
    • Melissa Whitaker

      Melissa Whitaker

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • LA
      • MA
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • TN
      • TX
      • VA
      • WA
      • WI

      Melissa began her career with UBS 32 years ago.  She has been a Financial Advisor with the Pickle Group since 2007.  Throughout the years, her emphasis has been on building client relationships, and she has an extensive knowledge of and concern for the financial goals of her clients.  Actively involved in investment management and client presentations, Melissa effectively responds to any needs that rise.

      Melissa is a native Austinite and lifelong resident of the city.  She graduated from the University of Texas, where she was a member of the women’s track team.  She participates in and volunteers with a number of local charitable organizations.  Melissa has two grown sons.  Away from the office she loves to cook, garden and travel.

      • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • The University of Texas
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
        melissa.whitaker@ubs.com
        Melissa Whitaker
        98 San Jacinto Boulevard,Austin,TX,78701
      • David Schoen

        David Edward Schoen, CFP, AWMA

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • LA
        • MA
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • TN
        • TX
        • VA
        • WA
        • WI

        David began his career at UBS in 2015 as a Wealth Planning Analyst, acting as the go-to resource on financial planning for all of the advisors in our Central Texas market.  In this role he worked with a wide variety of clients, helping them to put in place a financial plan that would guide them in the achievement of their goals.  He joined our team in 2017, and plays a vital role, not only in the planning area but also in working with us to assure the delivery of comprehensive investment services to all of our valued clients.  David is fully licensed and holds both the CERTIFIED FINANCIAL PLANNERTM designation and the Accredited Wealth Management AdvisorSM designation from the College of Financial Planning.

        Though he grew up in Baton Rouge, attended high school in Virginia, graduated from the University of Georgia, and was a consultant in Washington, D.C., he is thrilled to be able to call Austin home.  He enjoys golf, swimming (and most other sports), cooking, and trying the many new restaurants here. 

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • University of Georgia
        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Wealth Management Advisor℠
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
        david.schoen@ubs.com
        David Edward Schoen, CFP, AWMA
        98 San Jacinto Boulevard,Austin,TX,78701
      • Kelly Rutherford

        Kelly Rutherford, CFP

        Wealth Management Associate

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        • CA
        • CO
        • DE
        • FL
        • MI
        • NV
        • TX
        • WA

        Kelly joined UBS from another firm in 2008. In addition to her 17 years of experience, she brings to our team her expertise and designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). Kelly is responsible for our client reporting, service protocols and works closely with many of our clients' CPAs. She also shares the administrative and organizational duties for both our clients and our team.

        Kelly graduated magna cum laude from The University of Texas at Arlington with a degree in music business.  She was a French horn player in the wind ensemble and orchestra.  Kelly and her husband live in Round Rock and are the proud parents of two sons and a daughter. They enjoy and are kept busy by their children's activities and love attending Round Rock Express games as well as the Round Rock and Austin symphony orchestra concerts. 

          • The University of Texas at Arlington, Music Business, magna cum laude
          • CERTIFIED FINANCIAL PLANNER™
          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          kelly.rutherford@ubs.com
          Kelly Rutherford, CFP
          98 San Jacinto Boulevard,Austin,TX,78701
        • Jan O'Connell

          Jan O'Connell

          Authorized Officer

          Senior Client Associate

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          • CA
          • CO
          • DE
          • GA
          • LA
          • OR
          • TX

          Jan O'Connell has been in the financial services industry for the past 14 years and with UBS since 2006.  She manages our client communications, account documentation, asset transfers, loan documentation, and correspondence.  She takes pride in keeping us organized, as well as our clients, and is dedicated to making their financial lives simpler.

          Jan is a graduate of The University of Texas at Austin, where she earned a degree in finance and was active in the professional women's fraternity.  Jan and her husband, Patrick, live in Round Rock with their two small children and German Shepherd/English Mastiff puppy.  They enjoy traveling and attending various music concerts.

            • The University of Texas at Austin, Finance
              98 San Jacinto Boulevard
              Suite 600
              Austin, TX 78701
              jan.oconnell@ubs.com
              Jan O'Connell
              98 San Jacinto Boulevard,Austin,TX,78701

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            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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