Megan L Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with UBS since 2008. Based in Dallas, TX, her career includes nearly two decades at a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

John Doke is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he engages in acting on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based strategies to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and alternative investment products.

Maureen Mendoza is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS Financial Services Inc. since 2011 and holds a Series 66 designation. UBS Financial Services Inc. 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 provides proprietary research, capital markets services, and affiliated lending programs.

David Barnes is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is the proprietor of a real estate partnership that owns a vacation condo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor strategies based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Gregory Pieroni is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Pieroni serves as a trustee for multiple family trusts. UBS Financial Services Inc. 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 provides access to proprietary research and a broad range of capital markets services.

Justin Eastburn is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at UBS since 2009. Outside of his advisory work, he participates in grant evaluation and fund distribution at The Foundation at Highland Park Presbyterian Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocation to tailor client plans.

Alexis Zona is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at Dalmore Group LLC, JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and AXA Advisors. 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 according to clients’ goals and risk tolerances.

Charlotte Berry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and offering nine years of industry experience. She has been with UBS since 2015. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of solutions including discretionary portfolio management and alternative product distribution.