An experienced and committed team

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.

By eliminating unnecessary complexity through tailored planning and streamlined investment strategies, Rita empowers her clients to focus on the personal and professional pursuits that matter most. With her transparent guidance and a steadfast commitment to client success, Rita instills the clarity and confidence needed to make informed financial decisions with greater peace of mind.

Using her extensive experience in financial planning and investment management, Rita specializes in guiding individuals through the financial complexities of divorce. She works closely with attorneys, CPAs, mediators and other advisors to ensure a coordinated approach that protects assets, minimizes tax impacts, and aligns with clients’ long-term goals. This seamless integration of legal, tax, and financial strategies helps clients achieve stability and confidence throughout the divorce process and beyond. Known for a compassionate and strategic approach, Rita empowers clients to make informed decisions, protect their financial well-being, and build a secure foundation for their future.

Rita lives in Dallas, TX with her son, Aidan. In her free time she enjoys reading, cycling, traveling, skiing and running. A self-proclaimed art-lover, Rita also enjoys visiting museums and art galleries around the world.

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

Cole specializes in guiding 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.