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.

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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
  • 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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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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