Lasting relationships. For all that matters

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• MA
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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

• CA
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• GA
• ID
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• NC
• NJ
• NM
• PA
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• WA

Meredith grew up an hour outside of Fort Worth in the small town of Tolar, TX. She attended Tarleton State University, where she obtained her Bachelor of Business Administration. After graduating, Meredith worked at Mr. Cooper Mortgage as a Customer Operations Advisor in the loss mitigation and foreclosure departments, before joining Fidelity, where she obtained her securities licenses, with the goal to eventually work with her mom at UBS Financial Services. In August 2021, Meredith was able to achieve that goal when she moved to UBS and joined The Campbell Financial Group. She currently holds the Series 7, 63, 65 and insurance licenses.

Outside of work, Meredith enjoys spending time with her beloved dog, Duke and researching genealogy.

• Certified Exit Planning Advisor

• CA
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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.