Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Road through mountains

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pillar rock

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ray Barr

    Ray Barr

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Insights grounded in experience
    With more than 39 years of experience in the financial services industry, Ray has helped clients navigate through every type of market cycle, confidently serving the needs of successful families, corporate executives and business owners. Prior to joining UBS in 2009, Ray spent 26 years advising clients of Merrill Lynch on portfolio management and financial planning.

    As a Senior Portfolio Manager as well as a Chartered Retirement Planning Counselor℠, Ray has extensive experience in financial planning and advises his clients through discretionary investment management. His trusted guidance is especially valued during challenging and volatile financial times.

    Credentials that build confidence

    • Chartered Retirement Planning Counselor℠ (CRPC®)
    • Series 7, 8 and 63 securities licenses
    • Life and health insurance licenses
    • B.B.A., Finance, Stephen F. Austin State University

    Outside of work
    When it comes to giving back to the community, Ray is an active volunteer with the Central Texas Angel Network. He also belongs to the Texas Public Policy Foundation and Stephen F. Austin State University Alumni Association. In his free time, Ray enjoys traveling, golf, reading about history, watching movies and staying active. He considers himself a student of motion picture film and documentaries, balancing this hobby with a rigorous pursuit of physical fitness.

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          ray.barr@ubs.com
          Ray Barr
          98 San Jacinto Boulevard,Austin,TX,78701
        • Marshall

          Marshall Meece

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • DC
          • GA
          • IA
          • ID
          • IL
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NM
          • NY
          • OK
          • OR
          • TN
          • TX
          • UT

          Insights grounded in experience
          For more than five decades, Marshall has delivered comprehensive financial planning and customized investment strategies to the clients he serves. He is committed to helping clients pursue the goals that matter the most to them, their family and the future they’re shaping.

          As a Senior Portfolio Manager in the UBS Portfolio Management Program, Marshall provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in multigenerational wealth planning, often working with second and third generations of a family. Prior to joining UBS in 2009, Marshall was a Financial Advisor at Merrill Lynch.

          Credentials that build confidence

          • Series 7, 8 and 63 securities licenses
          • Life and health insurance licenses
          • B.S., Civil Engineering, University of Texas at El Paso

          Outside of work
          Marshall has served on the Board of Directors for the Financial Industry Regulatory Authority. He and his wife, Sharon, have two children and five grandchildren. In his free time, Marshall enjoys collecting early Texas art.

                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701
                marshall.meece@ubs.com
                Marshall Meece
                98 San Jacinto Boulevard,Austin,TX,78701
              • rusty

                Rusty Tally

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • IA
                • ID
                • IL
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MS
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA

                Rusty draws upon more than 47 years’ experience in advising affluent, ultra-affluent and institutional clients in bull and bear markets alike.

                Rusty joined UBS in 2009. He attended the Air Force Academy and received his B.S. from the University of Colorado.

                Rusty and his wife, Mary, have been actively involved in the Austin community for decades. He and Mary have supported and served on the boards of nonprofit organizations including the Long Center for the Performing Arts (Chairman), Austin Symphony Orchestra (Executive Board), Helping Hand Home for Children, American Lung Association (Chair, Austin Advisory Board), ZACH Theatre, Center for Child Protection, Emancipet, Austin Pets Alive! (Chairman), AIDS Services of Austin, and the Breast Cancer Resource Center.

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                      rusty.tally@ubs.com
                      Rusty Tally
                      98 San Jacinto Boulevard,Austin,TX,78701
                    • Laura

                      Laura Moellering

                      Investment Associate

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                      • AL
                      • AZ
                      • CA
                      • CO
                      • ID
                      • IL
                      • LA
                      • MA
                      • MI
                      • MO
                      • NM
                      • NY
                      • OK
                      • OR
                      • TX
                      • UT

                      With more than four decades of financial services experience, Laura takes great pride in supporting the complex needs of existing clients. She is responsible for the implementation and maintenance of customized investment portfolios.

                      Laura began her career with Merrill Lynch in 1979 and transitioned to UBS in 2009. She holds the Series 7 and 63 securities licenses.

                      Outside of work, Laura volunteers her time to animal rescue efforts, especially finding homes for rescued dogs. Laura has two children, Sam (Barrie) and Molly and is a grandma to Charlie and Stella. She enjoys spending time with her family and her three rescue dogs.

                       

                       

                            Home Worker IL
                            Home Worker IL, IL 000
                            laura.moellering@ubs.com
                            Laura Moellering
                            Home Worker IL,Home Worker IL,IL,000
                          • Marissa

                            Maria Sosa

                            Client Associate

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                              As a Client Service Associate, Maria brings 20 years of financial services experience to the team. She is responsible for providing world-class service for all client inquiries and service-related needs. In addition, Maria manages all aspects of account administration, including operational support.

                              Maria started her career in 1999 as a Client Service Associate with the UBS Chicago office. She transitioned to the UBS Austin office in 2009 where she worked in operations before joining the group in 2016.

                              Maria’s free time is centered around her family and the community. She serves as a volunteer for Meals on Wheels and supports her active daughter in all of her activities.

                                    98 San Jacinto Boulevard
                                    Suite 600
                                    Austin, TX 78701
                                    maria.sosa@ubs.com
                                    Maria Sosa
                                    98 San Jacinto Boulevard,Austin,TX,78701
                                  • nora

                                    Nora Rocha

                                    Senior Wealth Strategy Associate

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                                    • AL
                                    • CA
                                    • CO
                                    • DE
                                    • FL
                                    • NC
                                    • NH
                                    • NM
                                    • OH
                                    • OK
                                    • SC
                                    • TX
                                    • VA

                                    Nora joined UBS Financial Services Inc. in August 2013, after 15 years with another large financial institution.

                                    Nora has expansive experience serving domestic and international clients in both Spanish and English. She values building client relationships and providing an excellent client experience. Nora leads the group's client servicing and all aspects of account administration.

                                    Outside of the office, Nora enjoys spending time with her family, as well as discovering Austin’s greatest old and new attractions. She loves to travel and enjoys exploring new hobbies.

                                          98 San Jacinto Boulevard
                                          Suite 600
                                          Austin, TX 78701
                                          nora.rocha@ubs.com
                                          Nora Rocha
                                          98 San Jacinto Boulevard,Austin,TX,78701
                                        • Marisa

                                          Marisa Rubino

                                          Client Associate

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                                          • OR
                                          • TX

                                          After graduating from Texas A&M University with a B.B.A. degree in marketing, Marisa joined UBS Financial Services Inc. in June 2018.

                                          Marisa focuses on the group's white glove service, oversees social media initiatives, and coordinates client communication and events. Her goal is to help ensure our clients have an exceptional experience.

                                          Marisa is passionate about helping others and building strong relationships with clients. When she is not at the office, she enjoys traveling and spending time with family and friends.

                                                Home Worker OR
                                                Home Worker OR, OR 000
                                                marisa.comer@ubs.com
                                                Marisa Rubino
                                                Home Worker OR,Home Worker OR,OR,000

                                              A focus on personalized access and service

                                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                              Tree

                                              UBS and Credit Suisse—stronger than ever

                                              Global Wealth Report 2024

                                              Crafted wealth intelligence

                                              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                              Gain additional insights into the trends shaping wealth in the US and around the world.

                                              Download the report

                                              A leader in wealth management

                                              Backed by the strength of our parent company, UBS AG

                                              $5.8+ trn

                                              UBS Group invested assets
                                              As of 03/31/2024

                                              More than 160 years

                                              offering financial advice

                                              Financial strength

                                              Driving confidence.
                                              A-  Standard & Poor’s
                                              A  Fitch
                                              A3
                                                Moody’s


                                              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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