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$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Throughout his 30+ years of experience as a Financial Advisor, Reagan has been passionate about helping his clients achieve their financial goals. He tailors the solutions he offers to each client, offering them such services as custom financial planning and portfolio construction. Reagan works with a diverse set of individuals and has clients who are retirees, working professionals, business owners, endowments and institutions.
As part of his consultative approach to wealth management, Reagan provides his clients with planning services, periodic reviews and meetings about their financial strategy, and makes adjustments to reflect their evolving situations.
Reagan joined UBS in 2011 and was previously a Financial Advisor with Merrill Lynch for 19 years. He received a B.B.A. (Finance) from the University of Texas. Outside the office, he serves on the Metro Board of the YMCA of Austin (Treasurer, Executive Committee), is a former member of the Board of Trustees at St. Michael's Catholic Academy (Treasurer, Executive Committee), participates on a team for Meals on Wheels, and volunteers at St. Austin Catholic Parish. He and his wife, Suzanne, have two daughters.
Education
Senior Vice President–Wealth Management
Financial Advisor
Throughout his 30+ years of experience as a Financial Advisor, Reagan has been passionate about helping his clients achieve their financial goals. He tailors the solutions he offers to each client, offering them such services as custom financial planning and portfolio construction. Reagan works with a diverse set of individuals and has clients who are retirees, working professionals, business owners, endowments and institutions.
As part of his consultative approach to wealth management, Reagan provides his clients with planning services, periodic reviews and meetings about their financial strategy, and makes adjustments to reflect their evolving situations.
Reagan joined UBS in 2011 and was previously a Financial Advisor with Merrill Lynch for 19 years. He received a B.B.A. (Finance) from the University of Texas. Outside the office, he serves on the Metro Board of the YMCA of Austin (Treasurer, Executive Committee), is a former member of the Board of Trustees at St. Michael's Catholic Academy (Treasurer, Executive Committee), participates on a team for Meals on Wheels, and volunteers at St. Austin Catholic Parish. He and his wife, Suzanne, have two daughters.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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