A plan for today, tomorrow and generations to come

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Viktor Szucs is a Senior Vice President - Wealth Management, US advisor at UBS Financial Services in Dallas, Texas. He has been helping clients growth their wealth for more than 28 years.

Viktor helps his clients see beyond their immediate financial concerns to achieve a greater vision of how they can use their financial resources to bring fulfillment to their lives. Viktor focuses on assisting the families of corporate executives and business owners to integrate their wealth with their vision of personal achievement. He has extensive experience in working with people in transition, like the suddenly single or recently retired.

Viktor holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Series 7 and 65 FINRA registrations. Viktor is also a Portfolio Manager who can help clients pursue their objectives by managing on discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, model portfolios, and third party investment strategies.

Viktor was born in Budapest, Hungary at a time when it was still a satellite state of the former Soviet Union. Members of his family sought asylum in the U.S., following the failed 1956 uprising against the communist regime, in search of freedom and economic prosperity on the other side of the "iron curtain". Inspired by their success, and driven by his own dreams, he immigrated to the U.S. in 1984. He graduated from the University of North Texas in 1994, with a Bachelor of Business Administration in Finance with an emphasis on Personal Financial Planning. Viktor is an active leader in the wealth management community, having previously served as the President of the Dallas/Fort Worth Financial Planning Association in 2004.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• CERTIFIED FINANCIAL PLANNER®

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Rita Karl is a Vice President-Wealth Management, US in Dallas, Texas.  She is passionate about understanding each client’s unique story, Rita welcomes the opportunity to solve problems efficiently and provide multiple generations of families with strategic advice and guidance. This can include such matters as changing jobs or careers, planning for or entering retirement, getting divorced or (re)married, caring for an aging parent, or the death of a spouse. She also engages them in important discussions about the role Social Security and Medicare can play in retirement.

Holding the Certified Divorced Financial Analyst, CDFA® professional designation, Rita helps inspire and empower women to take control of their financial lives after divorce or the death of a spouse. She can work in conjunction with their attorneys and accountants to help connect all the pieces of their financial lives. Rita is also a CERTIFIED FINANCIAL PLANNER™, CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Rita can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies.

Originally from Riga, Latvia, Rita earned her Bachelor’s degree from Moscow State Institute of Electronics and Technology. She also graduated from a Certificate Program in Financial Planning from Southern Methodist University in Dallas, Texas. She currently resides in Dallas and enjoys running, cycling, skiing and traveling. A self-proclaimed art lover, Rita enjoys visiting and supporting museums across the country, including the Kimbell Art Museum in Fort Worth, the Dallas Museum of Art, as well as the Met and the Museum of Modern Art in New York City. She is also passionate about causes dedicated to those who cannot help themselves, including children, animals, the elderly, and the environment.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER®

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Cole Patterson is a Financial Advisor with The Pegasus Group, at UBS Financial Services in Dallas, Texas.

Cole specializes in guiding emerging wealth and NexGen clients through significant financial transitions. With a keen focus on those who experience liquidity events and sudden wealth through inheritance, mature business sales, stock options, and startup exits, Cole leverages the resources of UBS Financial Services alongside his financial planning expertise to help clients achieve their financial objectives. His tailored approach ensures that each client receives personalized strategies to navigate their unique financial landscapes, empowering them to secure their futures and realize their aspirations. With a commitment to excellence and a deep understanding of the challenges and opportunities that come with sudden wealth, Cole stands as a trusted partner for the next generation of wealth holders.

Cole began his career in financial planning after graduating from Texas A&M University with a Bachelor of Science in Economics. While Cole is originally from San Antonio, Texas, he currently resides in Dallas. He enjoys playing golf, running, travelling, movies, and reading.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®