Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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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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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.

  • David-William-Greenman

    David Greenman

    Senior Vice President

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PR
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. In 1999, he and Don Donnally formed the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments.

    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. He and Don transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns, in 2005. He now proudly represents UBS Financial Services.

      • University of Colorado- Boulder, B.A. Degree in History
      • Senior Portfolio Manager
      100 Crescent Court
      Dallas, TX 75201
    • Cory-David-Emerson

      Cory David Emerson

      Financial Advisor

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      • CA
      • CO
      • OK
      • TX

      Before entering the public markets arena, Cory spent over fifteen years in the real estate and oil & gas private equity markets. He holds Series 7 and 66 licenses and is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative. Cory received a Bachelor of Administration (BBA) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (MBA) degree in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in Dallas. Outside of the office, you will find the family together, either in Colorado or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association.

        • Texas Tech University, Bachelor of Business Administration (B.B.A.)
        • Baylor University, Master of Business Administration (M.B.A.)
          100 Crescent Court
          Dallas, TX 75201
        • Gretchen-Fowler

          Gretchen Fowler

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • DE
          • GA
          • IL
          • MI
          • NC
          • NM
          • PA
          • PR
          • TX

          Gretchen Fowler oversees client administration for The Donnally Greenman Group. She has earned her Series 7 and 66 licenses. Gretchen has more than 27 years experience in the financial services industry. She received a B.A. degree from Rutgers University.

            • Rutgers University, B.A.
              100 Crescent Court
              Dallas, TX 75201
            • Maria-Stathakis

              Maria Stathakis

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • DE
              • GA
              • IL
              • MI
              • NC
              • NM
              • PA
              • PR
              • TX

              Maria Stathakis oversees client administration for The Donnally Greenman Group. She has earned her Series 7 and 66 licenses. Maria has more than 10 years experience in the financial services industry.  She received a B.S. degree from the University of North Texas.

                • University of North Texas, B.S.
                  100 Crescent Court
                  Dallas, TX 75201

                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.

                A team approach

                A team approach

                Goals-based planning

                Goals-based planning

                Professionals

                Professionals

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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