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Emily D

Series 63, Series 66

College Station, TX

UBS Financial Services

Emily Duncan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and PCL Industrial Construction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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William H

Series 66

College Station, TX

UBS Financial Services

William Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and its Private Bank, as well as academic and educational work at Texas A&M University and Brazos Christian School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James W

Series 66

College Station, TX

UBS Financial Services

James West is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with UBS since 1999 and previously with Painewebber Incorporated starting in 1998. Outside of his advisory role, he serves on a committee at Brazos Christian School, assisting with budget and forecasting matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets, custody, and advisory offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Monty H

Series 66

College Station, TX

UBS Financial Services

Monty Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeremy D

Series 66

College Station, TX

UBS Financial Services

Jeremy Doyle is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Central National Bank, Edward Jones, and Research Tax Consultants. Doyle holds the Series 66 designation and is based in College Station, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Angela G

Series 66

College Station, TX

UBS Financial Services

Angela Gray is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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William H

Series 66

College Station, TX

UBS Financial Services

William Hughes is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Laura D

Series 63, Series 65

College Station, TX

UBS Financial Services

Laura Dillon is a financial advisor with UBS Financial Services in College Station, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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