Jeremy Rich is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at the University of Florida Office of Admissions, The Hershey Company, and Clean Energy Pipeline. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Nathen Kingsland is a Series 66-licensed advisor with UBS Financial Services in Dallas, TX. He joined UBS in 2026 and has held various roles across industries including education and hospitality prior to entering financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Reece Tiras is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2026, he completed his education at the University of Texas at Austin and held roles at Emery/Weiner School and Pin Oak Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 financial plans according to clients’ goals and risk tolerances.

Jerry Barton is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses. He has been with UBS since 2026 and has a background that includes roles in education and small business ventures prior to joining the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.

Maglyn Scott is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, Scott held roles at Certified Financial Group, PNC Bank, Morgan Stanley, and other organizations. Outside of finance, Scott has experience working in education and retail, including at Treasure Village Montessori and Key Largo Chocolates. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides both wealth management and institutional trading capabilities through its broad platform.

Ava Lohr is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at D.A. Davidson & Co. and various positions outside finance, including work at The Republic Grille and HotWorx. 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 aligned with clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

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.

Matthew Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Adolfo Frias Jr is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has been with UBS since 2026. Prior to joining UBS, he completed his education and early career steps at Southern Methodist University, San Jacinto College, and in local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Nathan Schmid is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with less than one year of industry experience. His prior work history includes roles at Northwestern Mutual, Alamo Drafthouse, and H-E-B, among others. 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, supported by proprietary research and capital markets expertise.

Ibukunoluwa Ismaila is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS in 2026, Ismaila has held roles at Wells Fargo, Project Destined, and has been involved with the University of Illinois Chicago and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Michael Lin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Wells Fargo and multiple roles connected to The University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside its wealth management services.

Joon Ha Jang is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at C2 Education and Epic Systems, and completed his education at Bowdoin College. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Genevieve Cannon is a financial advisor at UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at Newburyport Bank and has experience in public service with the New Hampshire Liquor Commission. Outside of finance, she was involved with The Mushroom Hut LLC and has a background in education at the University of New Hampshire and local schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Alana Loy is a Series 66 registered financial advisor at UBS Financial Services in Dallas, TX, with one year of industry experience. Her prior roles include positions at ACORE Capital, Morgan Stanley, and various service and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of investment and capital markets solutions.

John Phillips is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley for one year. Outside of finance, he is involved with PMC Valet Parking in Nashville, Tennessee, in a customer service role. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Karlson Haynes is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at UBS Financial Services and prior educational and film industry involvement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions supported by proprietary research and institutional trading capabilities.

Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. 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, supported by proprietary research and a broad range of capital markets solutions.

Owen Fuller is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 after prior work experience at Monster Energy and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

David Floyd is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has recent experience working at UBS Financial Services, Cola Wealth Advisors, and Edward Jones, and has an academic background from the University of South Carolina. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Kaelyn Ellis is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at D.A. Davidson Wealth Management and Texas Roadhouse, as well as entrepreneurial experience with Fetch Dog Boutique. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Daniella Chung is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has been with UBS since 2026. Prior to her advisory role, she worked in various positions including at Prodigy Volleyball Academy and StarPro Physical Therapy. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions for clients.

Markley Alexander is a Financial Advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles in alternative investment management and internships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.