Senior Wealth Strategy Associate
Rae Ann is a Senior Wealth Strategy Associate who's been in the financial services industry for over 26 years all with UBS Financial Services, Inc. She holds her Series 7 and Series 63 licenses.
When she's not working, Rae Ann enjoys spending time with her family and dogs on their ranch.
Senior Wealth Strategy Associate
Rae Ann is a Senior Wealth Strategy Associate who's been in the financial services industry for over 26 years all with UBS Financial Services, Inc. She holds her Series 7 and Series 63 licenses.
When she's not working, Rae Ann enjoys spending time with her family and dogs on their ranch.
Senior Registered Client Associate
Gabriella joined the team in 2023 and has been licensed in the financial services industry for over five years, with the last four years supporting clients at UBS Financial Services, Inc. She enhances the client experience through her focus on administrative excellence, offering valuable support for all clients to rely on.
Gabriella grew up in the Rio Grande Valley and currently resides in Fort Worth. She graduated cum laude from the University of Dallas where she also led their Rotaract Club. Outside the office, she enjoys serving as a catechist for her church, traveling, and spending time with her young daughter.
Senior Registered Client Associate
Gabriella joined the team in 2023 and has been licensed in the financial services industry for over five years, with the last four years supporting clients at UBS Financial Services, Inc. She enhances the client experience through her focus on administrative excellence, offering valuable support for all clients to rely on.
Gabriella grew up in the Rio Grande Valley and currently resides in Fort Worth. She graduated cum laude from the University of Dallas where she also led their Rotaract Club. Outside the office, she enjoys serving as a catechist for her church, traveling, and spending time with her young daughter.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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