Wealth advice for your life's goals

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.

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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.

David Greenman

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. Greenman Wealth Management was formed to better serve our clients.

David volunteers as a mentor with Imerman’s Angels, a nonprofit cancer support organization that pairs individuals facing cancer with survivors and caregivers for one-on-one support. His commitment to this cause reflects his deep compassion and dedication to helping others navigate life’s most challenging moments.

California Insurance License # 0M78134
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201

david.greenman@ubs.com,greenmanemersonlongwealthmanagement@ubs.com

David Greenman

100 Crescent Court,Dallas,TX,75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201

ryan.long@ubs.com

Ryan Long

100 Crescent Court,Dallas,TX,75201
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Boston University, B.A.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

bradford.bernstein@ubs.com

Bradford Bernstein, CFP®, CPWA®, CIMA®

1735 Market Street,Philadelphia,PA,19103
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TN
- TX
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201

gretchen.fowler@ubs.com

Gretchen Fowler

100 Crescent Court,Dallas,TX,75201
Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- IN
- MI
- MN
- NC
- NM
- PA
- PR
- TN
- TX
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.

Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

maria.stathakis@ubs.com

Maria Stathakis

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Nyssa Milburn

Wealth Planning Associate

View bio

Nyssa joined UBS in May 2022 and took on the Wealth Planning Associate role for the North Texas region in March 2024. Nyssa’s love of accounting and attention to detail are vital while working with clients to develop and update financial plans.

Nyssa holds Series 7 and Series 66 licenses and earned a Masters in Accounting from Texas Christian University. Nyssa is the proud mother to four fantastic children. She has won several Irish Dance Competitions throughout her life and currently teaches at McTeggart Irish Dancers of North Texas.

David Greenman

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. Greenman Wealth Management was formed to better serve our clients.

David volunteers as a mentor with Imerman’s Angels, a nonprofit cancer support organization that pairs individuals facing cancer with survivors and caregivers for one-on-one support. His commitment to this cause reflects his deep compassion and dedication to helping others navigate life’s most challenging moments.

California Insurance License # 0M78134
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201

david.greenman@ubs.com,greenmanemersonlongwealthmanagement@ubs.com

David Greenman

100 Crescent Court,Dallas,TX,75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201

ryan.long@ubs.com

Ryan Long

100 Crescent Court,Dallas,TX,75201
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Boston University, B.A.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

bradford.bernstein@ubs.com

Bradford Bernstein, CFP®, CPWA®, CIMA®

1735 Market Street,Philadelphia,PA,19103
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TN
- TX
Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services. Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities. Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary. In her free time, she enjoys reading, cooking and spending time at the beach with her family.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201

gretchen.fowler@ubs.com

Gretchen Fowler

100 Crescent Court,Dallas,TX,75201
Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- IN
- MI
- MN
- NC
- NM
- PA
- PR
- TN
- TX
Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected. Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.

Maria holds Series 7 and 66 licenses and earned Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

maria.stathakis@ubs.com

Maria Stathakis

100 Crescent Court,Dallas,TX,75201

Kevin Walsh

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Nyssa Milburn

Wealth Planning Associate

View bio

Nyssa joined UBS in May 2022 and took on the Wealth Planning Associate role for the North Texas region in March 2024. Nyssa’s love of accounting and attention to detail are vital while working with clients to develop and update financial plans.

Nyssa holds Series 7 and Series 66 licenses and earned a Masters in Accounting from Texas Christian University. Nyssa is the proud mother to four fantastic children. She has won several Irish Dance Competitions throughout her life and currently teaches at McTeggart Irish Dancers of North Texas.

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.