Tom Bray, CFP®, CPWA®
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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.

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  • Tom Bray

    Tom Bray, CFP®, CPWA®

    Managing Director–Wealth Management

    Financial Advisor

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    • 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
          Tom Bray, CFP®, CPWA®
          98 San Jacinto Boulevard,Austin,TX,78701
        • Elisabeth

          Elisabeth Bailey, CFP®

          Authorized Officer

          Team Administrator

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          • 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
                      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

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