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[PWM] Woman in dune grass in coastal setting

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    R. Les Terrill, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • ID
    • IN
    • KS
    • LA
    • MA
    • MI
    • MS
    • MT
    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VI
    • WI

    Les, a Senior Vice President is in his 33rd year of providing professional financial advice. Over the years, his business has migrated towards affluent business owners, multigenerational families, and top-level corporate executives. His focus on the importance of relationship and the health of his clients overall personal financial affairs has led to lifelong partnerships. Les' self-made title of Thinker, Value Creator is right on target. His creativity and countertrend thinking differentiates him in the industry and goes a long way towards his goal of helping others get what they want.

    In his spare time, Les is a competitive cyclist, adventure moto-rider, serves in his church, and enjoys spending quality time with his family and those he cares most about.

    Les is a life-long entrepreneur-- He spent 20 years in The Strategic Coach program, a business coaching program for growth-minded entrepreneurs run by entrepreneurs for entrepreneurs. His experience in the program contributed to his success running his own financial advisory and planning practice for almost 20 years, and uniquely qualifies him and his team to work with and help other successful business owners. 

          100 Crescent Court
          Dallas, TX 75201
          les.terrill@ubs.com
          R. Les Terrill, CFP®
          100 Crescent Court,Dallas,TX,75201
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          Noah Terrill

          Wealth Strategy Associate

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • WA
          • WI

                100 Crescent Court
                Dallas, TX 75201
                noah.terrill@ubs.com
                Noah Terrill
                100 Crescent Court,Dallas,TX,75201

              House View Monthly

              Family on back porch

              Wealth transfer across generations

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              More than 160 years

              offering financial advice

              Financial strength

              Driving confidence.
              A-  Standard & Poor’s
              A  Fitch
              A3
                Moody’s


              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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