The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Young woman airport

Piers Hurley, CFA

Senior Vice President–Wealth Management

Financial Advisor

Piers has more than 20 years of experience managing portfolios for individuals, families and foundations.  Commitment to a high level of service to a select group of clients is what separates Piers from other financial advisors.  Piers attended St. Mark's School of Texas and Rhodes College and enjoys spending time with his family.  Piers enjoys golf and the arts when he has time.
 

Registered States:
  • AR
  • CA
  • CO
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NE
  • NY
  • OH
  • OR
  • TX
  • UT
  • WA

Education

  • International Business, Rhodes College

Credentials

  • Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201
  • (214) 965-6128

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

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

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