Lasting relationships. For all that matters

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Woman business owner

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Donna Campbell

    Donna Campbell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • GA
    • ID
    • IL
    • MA
    • MI
    • NC
    • NM
    • PA
    • TN
    • TX
    • WA

    Donna grew up in a military family and lived all over the world before settling down in Texas, in 1974, where she calls home. She graduated from the University of Texas at Arlington and also attended the Institute of European Studies in Paris, France.

    She was in the real estate industry for 6 years, before beginning her career at Merrill Lynch in 1988. While there, she achieved the status of Vice President and Wealth Management Advisor and married her husband Jack, a 30 year veteran of the financial industry. In 2009, they moved their business to UBS, where she is a First Vice President and continues to help affluent families and small businesses grow and preserve their wealth. She has a deep appreciation and interest in her clients and their lives which translates into very close long term relationships. Donna currently holds the Series 7, 63, and 65 licenses.

    Throughout the years, she has done philanthropic work at the March of Dimes, The Cancer Research Foundation of North Texas, the SPCA, Adopt a Soldier Program and has been recognized in Who's Who in Women's Business of Fort Worth.

    Donna and her husband, Jack, live in the country, south of Granbury.  They have a daughter, Meredith and lots of ranch critters.

      • University of Texas at Arlington
      • Institute of European Studies in Paris, France
      • Certified Divorce Financial Analyst
      • Portfolio Manager
      301 Commerce Street
      Suite 2800
      Fort Worth, TX 76102
    • Debbie Graves

      Debbie Graves

      Senior Client Associate

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      • CA
      • FL
      • GA
      • ID
      • IL
      • MI
      • NM
      • TN
      • TX
      • WA

      Debbie has been in the financial industry for over 20 years. She began her career as a Branch Operations Manager at Edward D. Jones and Co. She then joined TD Ameritrade in 1999 where she served as a Stockbroker, Margins Analyst, Quality Coach and Senior Associate serving the Private Client Division. Debbie joined Merrill Lynch in 2007 and then in 2009, moved with The Campbell Financial Group to UBS Financial Services. She loves building longstanding relationships with the clients she serves. Debbie is married and has three grown children and three young grandsons.

            301 Commerce Street
            Suite 2800
            Fort Worth, TX 76102

          Life is unpredictable. Could we be better prepared?

          For some of life's questions you're not alone. Together we can find the answer.

          With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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