A tradition of wealth management for your life and legacy

Three generations in the front yard

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.

Nothing is more rewarding than knowing our team continues to make a difference after more than 40 years.

- Carla Thompson

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.

  • Carla K. Thompson

    Carla Thompson

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • RI
    • TX
    • VA

    Carla has been in the investment business for over 35 years, working with clients, various institutions and money managers. Within the team, she is responsible for bond trading. Carla also manages client relationships and oversees the team’s technology operations. Before joining Randy at Prudential Securities, she was a Financial Advisor at Rotan Mosle.

    She is active in the community, serving on several boards of nonprofit organizations primarily in the arts. Carla currently serves as Chairman of the board of the Van Cliburn Foundation.

    Professional accreditations and education

    • B.A., University of Texas at Austin
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
      • Robert Kyle Kight

        Robert Kight

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • TX
        • VA

        Kyle has over 20 years of experience in the investment business, including working with clients and money managers, as well as managing equity, fixed income and mutual fund portfolios. Kyle is primarily responsible for coordinating the selection and monitoring of money managers. He assists in the development of investment strategies and asset allocation in addition to managing client relationships. Prior to joining UBS Financial Services, Kyle worked at Corbin & Company and in the trust department of Central Bank & Trust.

        Outside of work, Kyle is active in his church and serves on its administrative board. Kyle and his family are avid Horned Frogs.

        Professional accreditations and education

        • Chartered Financial Analyst® (CFA®) designation
        • B.B.A. and M.B.A, Texas Christian University

              301 Commerce Street
              Suite 2800
              Fort Worth, TX 76102
            • Alexander Armstrong

              Alexander Armstrong, CFP

              Senior Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • image
              • AR
              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • KS
              • KY
              • LA
              • MA
              • MD
              • MI
              • MN
              • MS
              • MT
              • NC
              • NJ
              • NM
              • NY
              • TX
              • VA

              Alex has 16 years of experience in the investment industry. His focus within the team includes managing client relationships, business development and asset allocation. Prior to joining UBS, Alex was a Vice President and Wealth Management Advisor at Merrill Lynch.

              Outside of UBS, Alex is very involved with his church. He is on the board of directors at Lena Pope, Chapel Hill Academy, and runs Player Services at the annual PGA event held at Colonial Country Club.

              Professional accreditations and education

              • B.B.A, finance, Texas Tech University

                    301 Commerce Street
                    Suite 2800
                    Fort Worth, TX 76102
                  • Jamie Packer

                    Jamie Packer

                    Executive Director

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AR
                    • AZ
                    • CA
                    • CO
                    • DC
                    • FL
                    • GA
                    • KY
                    • LA
                    • MA
                    • MD
                    • MI
                    • MT
                    • NC
                    • NJ
                    • NM
                    • NY
                    • TX
                    • VA

                    Jamie began his career in the investment business in 1997 and as the newest member of the team, Jamie is responsible for overseeing team operations and business development strategies for the group. Prior to joining the team, Jamie managed the Downtown Houston Complex, the Fort Worth and West Texas Complex and held several other management and leadership roles for UBS across Texas. Prior to joining UBS in 2004, Jamie worked at Merrill Lynch in Dallas and Cannon Financial Institute in Athens, GA.

                    Professional accreditations and education

                    • Certified Investment Management Analyst® (CIMA®) designation
                    • Certified Private Wealth Advisor (CPWA®) designation
                    • B.B.A, University of Georgia

                          301 Commerce Street
                          Suite 2800
                          Fort Worth, TX 76102
                        • Cynthia M. Molina

                          Cynthia Molina

                          Senior Client Associate

                          • image
                          • image

                            Cindy joined the team in 2000. She has been in the financial services industry for over 18 years. She began her career as a wire operator in the Municipal Bond Department and is now a Senior Client Service Associate. Supporting her team’s strong client-centric approach, Cindy’s specific focus is client service and administration. Before joining the team, Cindy worked at Smith Barney, and prior to that, she worked for PaineWebber in Dallas.

                                  301 Commerce Street
                                  Suite 2800
                                  Fort Worth, TX 76102
                                • Marlie Corzine Thomas

                                  Marlie Thomas

                                  Senior Client Associate

                                  • image
                                  • image
                                  • TX

                                  Marlie has been with the team since 2003 and focuses on a range of complex administrative responsibilities as well as client reporting. She also provides account support to the entire team. Having been with the group for over a decade, she has become a stable and trusted “voice” for clients.

                                  Outside of UBS, Marlie is active in her church and various community organizations, including the Junior League of Fort Worth.

                                  Professional accreditations and education

                                  • Series 7 and Series 66 securities licenses
                                  • B.B.A., Neeley School of Business, Texas Christian University

                                        301 Commerce Street
                                        Suite 2800
                                        Fort Worth, TX 76102

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      office building

                                      Investment management

                                      office setting

                                      We look beyond your portfolio

                                      family beach

                                      People matter

                                      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.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      Insights