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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.

  • Jan Pickle

    Jan Davis Pickle

    Managing Director–Wealth Management

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

    Jan has been a Financial Advisor since 1975.  All but three years have been with UBS and its predecessor firms.  She has been recognized by Financial Times as one of the "Top 400" financial advisors in the country in 2014 and by Barron's as one of the "Top 1000" advisors in the nation in 2010.  Forbes has named her as one of it's Top Women Advisors in the nation and as a Top Advisor in Texas in 2019 and 2020.  Jan has for many years been a member of the Firm's Chairman's and President's Councils and is one of a small number of UBS advisors to have earned the designation of Wealth Advisor. 

    She counsels high net worth individuals, as well as business owners and professionals, and implements strategies to help them reach their investment and financial goals.  Jan has long been active and held leadership positions in a number of civic and arts organizations in Austin.  She currently is a Trustee of Zach Theatre in Austin, Headliner's Club, and chairs the Investment Committee for the Texas Presbyterian Foundation.

    • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Women Wealth Advisors, 2019, 2020The 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, 2019, 2020, 2021The 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.

      • Wealth Advisor
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Kamron Praytor

      Kamron Praytor

      Senior Vice President–Wealth Management

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • 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 almost 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.  Kam concentrates on gathering and organizing client information, producing and delivering comprehensive financial plans, and leveraging the firm's resources to create client investment portfolios.  He 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. 

        • Texas Tech University, Marketing and Finance
          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
        • Melissa Whitaker

          Melissa Whitaker

          Senior Vice President–Wealth Management

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

          Melissa began her career with UBS Financial Services 24 years ago and has been a Financial Advisor with our team since 2007.  She is actively involved in investment management and client presentations, efficiently responding to our clients' concerns and needs.

          Melissa is a native Austinite.  She graduated from The University of Texas where she was a member of the women's track team.  Her time away from the office is focused on her two teenage sons and their various activities. 

          • Forbes America’s Top Women Wealth Advisors, 2021, 2022The 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, 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.
          • Forbes Best-in-State Women Wealth Advisors, 2021, 2022The 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
          • David Schoen

            David Edward Schoen, CFP, AWMA

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • LA
            • MA
            • MI
            • MN
            • NJ
            • NM
            • NV
            • NY
            • OK
            • OR
            • 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. 

              • University of Georgia
              • CERTIFIED FINANCIAL PLANNER™
              • Accredited Wealth Management Advisor℠
              98 San Jacinto Boulevard
              Suite 600
              Austin, TX 78701
            • Kelly Rutherford

              Kelly Rutherford, CFP

              Wealth Management Associate

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              • CA
              • CO
              • DE
              • 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
              • Jan O'Connell

                Jan O'Connell

                Senior Client Associate

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                • CA
                • CO
                • DE
                • GA
                • LA
                • NJ
                • 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

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

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                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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