A tradition of wealth management for your life and legacy

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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, 2022, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.

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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

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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

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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

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.

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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

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Angela joined the team in October of 2015 and has more than 23 years in the industry. While she provides general client support to the entire team, she focuses more specifically on trading and account administration. Angela resides in Arlington with her husband and daughter. She is the First Vice President on the board of directors for ACA Optimist Club.

Professional accreditations and education

• Series 7, 63 and 66 securities licenses
• B.A., Texas Christian University

Tiffany has been with UBS since 2006. She is proud to be a Fort Worth native working closely with her team and clients in the Fort Worth community. Tiffany provides both investment management and alternative investment support within the team and is generally known for her keen understanding of complex account structures including, trusts and limited partnerships. Prior to UBS, Tiffany worked at the Fort Worth Zoo.

Professional accreditations and education

• B.A., journalism and public relations, University of Texas at Austin

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Barbara has over 15 years of experience in the financial services industry and has worked with the team for over a decade. She provides operational support for clients’ portfolios, which includes maintaining detailed records of clients’ managed investment activities and providing portfolio and performance reporting. Prior to joining UBS, Barbara worked at Regions Financial Corporation in Mobile, AL as the Capital Management Research Coordinator.

Professional accreditations and education

• Series 7 and 66 securities licenses
• B.S., Spring Hill College