Insight-based advice

The Tally Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Rusty Tally

    Rusty Tally

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • MI
    • MO
    • NC
    • NH
    • NM
    • NV
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Rusty can draw upon 40+ years' experience advising affluent, ultra-affluent, and institutional clients in both "bull" and "bear" markets alike, and has received numerous recognitions.

    Rusty was named by Research Magazine as one of the top 20 financial advisors in Texas. The financial industry magazine, Rep., ranked Rusty as one of The Top 100 Advisors among large financial institutions in the U.S. In 2009, Rusty was recognized as Austin American-Statesman's "Business All-Star" in their annual Fortune 500 for his community involvement.

    Rusty joined UBS Financial Services Inc. in 2008 and holds the professional designation of Certified Investment Management Analyst® (CIMA®) from The Wharton School, University of Pennsylvania.  Rusty attended the Air Force Academy and received his B.S. degree from the University of Colorado.

    Rusty and his wife Mary, have been actively involved in the Austin community for decades and have supported or served on numerous non-profit boards for which they have a passion.  These include The Long Center for the Performing Arts (Chairman), Austin Symphony Orchestra (Executive Board), Helping Hand Home for Children, American Lung Association (Chair Austin Advisory Board), ZACH Theatre, Center for Child Protection, Emancipet, Austin Pets Alive! (Chairman),  AIDS Services of Austin, and The Breast Cancer Resource Center to name a few.

      • The Wharton School, University of Pennsylvania
      • The University of Colorado, B.S. Degree
      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      • Wealth Advisor
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • John McManus

      John H. McManus

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      John has 28 years of experience as an advisor.  Nearly half of that time being spent in the canyons of New York working with institutional portfolio managers and the rest in Austin using his experience to help small businesses, families and friends achieve their financial goals.

      John joined UBS in 2009.  John holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Mechanical Engineering from Villanova University.

      John is active in the community.   He has coached various sports, served on the Advisory Board for San Juan Diego High School and on the Board of Trustees for St. Gabriel's Catholic School. 

      John and his wife Suzanne have four children who keep them busy.  John also enjoys the outdoors where lately he has been focusing on tennis and enjoys the occasional golf or ski outing.

        • The University of Chicago Booth School of Business, MBA
        • Villanova University, Bachelor of Mechanical Engineering
        • Portfolio Manager
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
      •  Jonathan Ray Maldonado

        Jonathan Ray Maldonado, CFP

        Account Vice President

        Financial Advisor

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        • AL
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • MI
        • MO
        • NC
        • NH
        • NM
        • NV
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Jon is passionate about helping people create clarity and confidence with their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has completed graduate coursework through The University of Chicago Booth School of Business.

        Prior to joining UBS, Jon worked for Teach for America, Northwestern Mutual, and JP Morgan Chase. As a former Teach for America corps member, he is a strong advocate for expanding educational opportunities for students through service with Junior Achievement of Central Texas, Young Life and as Vice President of Scholarships for the Capital City A&M Club. Jon's unique set of experiences have equipped him to prepare and educate the next generation with managing their finances, and stewarding the family wealth.

         In his free time, Jon enjoys running, traveling and adventuring with his wife, Betsy and their son, Luke.

          • The University of Chicago Booth School of Business
          • CERTIFIED FINANCIAL PLANNER™
          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
        • Nora Isela Rocha

          Nora Isela Rocha

          Senior Client Associate

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          • AL
          • CA
          • CO
          • DE
          • FL
          • NC
          • NH
          • NM
          • OH
          • SC
          • TX
          • VA

          Nora joined the Tally Group in August 2013, after 15 years with another large financial institution.

          Nora has expansive experience serving domestic and international clients. She values building client relationships and providing an excellent client experience.  Nora leads The Tally Group's client servicing and all aspects of account administration. 

          Outside of the office, Nora enjoys spending time with her family, discovering Austin's greatest old and new attractions. She loves to travel and enjoys exploring new hobbies.

                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701
              • Marisa Angelica Comer

                Marisa Angelica Comer

                Client Associate

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                • OR
                • TX

                After graduating from Texas A&M University with a BBA degree in Marketing, Marisa joined The Tally Group in June of 2018.

                Marisa is responsible for the group's client service efforts to ensure exceptional client experiences. In addition, she provides administrative support and helps with all aspects of service-related needs. She is passionate about helping others and building relationships with clients.

                When she is not at the office, Marisa enjoys traveling, spending time with family and friends and exploring everything Austin has to offer.

                 

                  • Texas A&M University, BBA Degree in Marketing
                    98 San Jacinto Boulevard
                    Suite 600
                    Austin, TX 78701

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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.

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                  As of 06/30/2022

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