Tom Bray, CFP®, CPWA®
View FINRA BrokerCheck informationContact us

Global insight. Opportunities worldwide.

[Corporate executives] Executive with tablet

You're focused on helping your company's success. But what about your own financial success? We have the experience to guide and provide advice on complex equity award packages, executive banking and lending, benefit reviews, among other financial planning services. From executing stock options to selling shares within a corporate window to life beyond work, we strive to simplify the planning process while helping you gain the greatest long-term benefit from your success.

Start the planning conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Tom Bray

    Tom Bray, CFP®, CPWA®

    Managing Director–Wealth Management

    Financial Advisor

    • image
    View bio
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI

    Tom has worked in Wealth Management since 2002. He is a Managing Director, Financial Advisor with UBS, where he serves clients as a Certified Financial Planner™ professional and Certified Private Wealth Advisor®. Tom applies in-depth financial strategies for both corporations and individuals. He helps families navigate the complex, multi-generational challenges that accompany significant wealth, assists businesses in accessing capital markets and monetization opportunities, and works with corporate executives to maximize their employee benefits—delivering meaningful value across a wide range of client needs.

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
          thomas.bray@ubs.com,elisabeth.bailey@ubs.com
          Tom Bray, CFP®, CPWA®
          98 San Jacinto Boulevard,Austin,TX,78701
        • Elisabeth

          Elisabeth Bailey, CFP®

          Authorized Officer

          Team Administrator

          • image
          View bio
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NE
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • TN
          • TX
          • VA
          • WA
          • WI

          Elisabeth Bailey, CFP® is a Team Administrator at UBS, where she focuses on implementing tailored financial plans and investment strategies for clients. She brings a strong foundation in economics and finance, having earned her Bachelor’s degree in Business Administration with a concentration in Economics from the Terry College of Business at The University of Georgia.

          Elisabeth holds her Series 6, 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. She leverages her training, industry experience, and operational expertise to deliver customized strategies that address a wide range of client financial needs—from straightforward to highly complex.

          In recognition of her outstanding commitment to client service and operational excellence, Elisabeth was honored with a 2024 Field Service Champion award. This exclusive distinction celebrates her exemplary dedication and places her among a select group of professionals recognized for delivering exceptional service.

                98 San Jacinto Boulevard
                Suite 600
                Austin, TX 78701
                elisabeth.bailey@ubs.com
                Elisabeth Bailey, CFP®
                98 San Jacinto Boulevard,Austin,TX,78701
              • Tom Bray

                Tom Bray, CFP®, CPWA®

                Managing Director–Wealth Management

                Financial Advisor

                • image
                View bio
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • LA
                • MA
                • MD
                • MI
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • TN
                • TX
                • VA
                • WA
                • WI

                Tom has worked in Wealth Management since 2002. He is a Managing Director, Financial Advisor with UBS, where he serves clients as a Certified Financial Planner™ professional and Certified Private Wealth Advisor®. Tom applies in-depth financial strategies for both corporations and individuals. He helps families navigate the complex, multi-generational challenges that accompany significant wealth, assists businesses in accessing capital markets and monetization opportunities, and works with corporate executives to maximize their employee benefits—delivering meaningful value across a wide range of client needs.

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                      thomas.bray@ubs.com,elisabeth.bailey@ubs.com
                      Tom Bray, CFP®, CPWA®
                      98 San Jacinto Boulevard,Austin,TX,78701
                    • Elisabeth

                      Elisabeth Bailey, CFP®

                      Authorized Officer

                      Team Administrator

                      • image
                      View bio
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IL
                      • IN
                      • KY
                      • LA
                      • MA
                      • MD
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • NE
                      • NJ
                      • NM
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • TN
                      • TX
                      • VA
                      • WA
                      • WI

                      Elisabeth Bailey, CFP® is a Team Administrator at UBS, where she focuses on implementing tailored financial plans and investment strategies for clients. She brings a strong foundation in economics and finance, having earned her Bachelor’s degree in Business Administration with a concentration in Economics from the Terry College of Business at The University of Georgia.

                      Elisabeth holds her Series 6, 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. She leverages her training, industry experience, and operational expertise to deliver customized strategies that address a wide range of client financial needs—from straightforward to highly complex.

                      In recognition of her outstanding commitment to client service and operational excellence, Elisabeth was honored with a 2024 Field Service Champion award. This exclusive distinction celebrates her exemplary dedication and places her among a select group of professionals recognized for delivering exceptional service.

                            98 San Jacinto Boulevard
                            Suite 600
                            Austin, TX 78701
                            elisabeth.bailey@ubs.com
                            Elisabeth Bailey, CFP®
                            98 San Jacinto Boulevard,Austin,TX,78701

                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          Father and daughter hiking in fields

                          Navigating opportunities across your enterprise

                          Man working on laptop during virtual call

                          Planning for a changing tax landscape

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          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

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Insights

                          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                          As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                          Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                          Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                          Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                          For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

                          Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

                          © UBS 1998-2025. All rights reserved.

                          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                          Go to privacy settings