Grant Tomashoff is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of offerings including fee-based financial planning, discretionary portfolio management, and market-making activities.

Tyler Wood is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Dallas, TX. He joined UBS in 2019 after working at TD Ameritrade and has prior experience in healthcare and academia. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors who use proprietary research and model-based asset allocations.

Angela Hinds Arolfo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. She previously worked at RBC Capital Markets, LLC for four years before joining UBS in 2020. Outside of her advisory role, she holds a real estate broker license and engages in personal real estate transactions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Horace Nash Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 1995 and previously worked at Kidder, Peabody and Company for several decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and solutions.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

Kerry Fagelman is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and having 27 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves on the Advisor Executive Board at UT Dallas and is a board member of The Ackerman Center, a Holocaust educational center affiliated with the university. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based strategies to tailor investment plans aligned with clients’ goals and risk tolerances.

Kimberly Strobel is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018. Prior to joining UBS, she was employed by Sean Cerone, D.D.S. from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, 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 range of capital markets solutions.

Terry Beattie is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. UBS utilizes proprietary research and model-based asset allocations to tailor strategies according to client goals and risk tolerances.

Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Gavin Gold is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining UBS, he worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside finance such as at The Posse East and involvement with Big TX Wellness and Delta Delta Delta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Alexis Colon is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Marc Haggar is a Series 66-licensed financial advisor with 25 years of industry experience, currently serving clients at UBS Financial Services in Dallas, Texas since 2011. He is involved with the Cystic Fibrosis Foundation of North Texas as an advisory group member, contributing to fundraising and awareness efforts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Melyse Mpiranya is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Husch Blackwell, LLP, Kirkland and Ellis, LLP, Lavelle Law, Ltd., and Loyola University Chicago School of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Meyer is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel and Ameriprise Financial Services, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.