Experience

Makes all the difference

Sexton Wealth Management is comprised of three financial advisors who firmly believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively - therefore we place financial planning at the core of everything we do. Our team designs flexible wealth management plans that are appropriate for you and your family. 

Our team of professionals distinguishes itself with both financial experience and personal service. By placing a focus on long-term investing, providing a customer service model that exceeds expectations, and utilizing UBS Financial Services resources and expertise, we strive to earn your loyalty through hard work, the right advice and a dedication to developing a truly personal relationship. 

Staying steadfast to all of these values allows us to work hard for our clients, but more importantly provide them a tremendous peace of mind regarding their financial futures.

Kyle Sexton

Senior Vice President–Wealth Management

Financial Advisor

Kyle joined Sexton Wealth Management in June of 2019. A graduate of University of South Carolina's Capstone Honors Program in Finance, Kyle has worked for UBS for four years dividing his time between our home office's Institutional Bond Desk in Weehawken NJ and the UBS-Plano branch as an expert in financial planner. Kyle also spent six years in New York as the Market Data Program Director for the Copper Development Association.

Registered States:
  • AR
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • KS
  • LA
  • MD
  • MS
  • MT
  • NC
  • NE
  • NM
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • University of South Carolina, Capstone Honors Program in Finance

Credentials

  • Accredited Wealth Management Advisor℠
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

kyle.sexton@ubs.com
Kyle Sexton
301 Commerce Street,Fort Worth,TX,76102

Ben Sexton

Senior Vice President–Wealth Management

Financial Advisor

Ben has joined Sexton Wealth Management in April 2019 as a Financial Advisor after spending his previous two years at UBS-Dallas as a Wealth Planning Associate. Ben has expertise in the financial and estate planning process for high net worth families. Prior to joining UBS he spent three years at PricewaterhouseCoopers in Dallas and Chicago working in the financial services group. Ben is a graduate from The University of Texas-Austin McCombs School of Business where he received both his Bachelors and Masters degrees in Accounting.

Registered States:
  • AR
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • KS
  • LA
  • MD
  • MS
  • MT
  • NC
  • NE
  • NM
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • University of Texas-Austin McCombs School of Business, Bachelors in Accounting
  • University of Texas-Austin McCombs School of Business , Masters Degree in Accounting

Credentials

  • Accredited Wealth Management Advisor℠
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

ben.sexton@ubs.com
Ben Sexton
301 Commerce Street,Fort Worth,TX,76102

Rita Helfrich

Senior Client Associate

Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securites and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration.

Registered States:
  • TX

Education

  • Saint Michael's College, Bachelor of Science Degree in Business Administration
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

rita.helfrich@ubs.com
Rita Helfrich
301 Commerce Street,Fort Worth,TX,76102