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Joseph M

Series 66

Midland, TX

UBS Financial Services

Joseph Michel is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Texas Tech University and Midland Christian School. 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 provides fee-based financial planning, portfolio management, and access to research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

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

Series 66

Midland, TX

UBS Financial Services

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

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

Series 66

Midland, TX

UBS Financial Services

Lydia Marquez is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked for the City of Midland for seven years. 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 investment plans to clients' goals and risk tolerances.

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

Series 66

Midland, TX

UBS Financial Services

Karl Agar III is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Mummes, Fletco Services, and Purina Animal Nutrition. Outside of his advisory role, he is the president and owner of Agar Cattle Co Inc., managing a small cattle operation involved in both commercial and seedstock marketing. 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, providing a broad range of capital markets 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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Brett R

Series 63, Series 65

Midland, TX

UBS Financial Services

Brett Riley is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, he is a board member of PRO2G Mission Inc., a nonprofit focused on supporting global Christian ministries and refugee aid, and is the owner of Benaiah Holdings LLC, which manages his oil and gas production and mineral interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

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

Series 63, Series 65

Midland, TX

UBS Financial Services

Joseph Michel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Prejos Partners, an oil and gas investment partnership, and owns a boat storage business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and affiliated banking programs.

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

Series 66

Midland, TX

UBS Financial Services

Preston Michel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Community National Bank, Texas Tech University, and Midland Christian School. 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 advice to clients’ goals and risk tolerances.

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

Series 63, Series 65

Midland, TX

UBS Financial Services

Jimmy Mcneil is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory role, he is involved in oil and gas ventures through several partnerships and ownership interests focused on exploration, production, and royalty management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to tailor investment solutions.

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

Series 66

Midland, TX

UBS Financial Services

Sydney Comstock is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following four years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

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

Series 66

Midland, TX

UBS Financial Services

Andrea Webb is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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

Series 63, Series 66

Midland, TX

UBS Financial Services

James Jones is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at UBS since 2013. 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 offerings through a platform that includes proprietary research and model-based asset allocations.

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

CFP®, Series 66

Midland, TX

UBS Financial Services

Hilton Bloodworth is a CFP® and Series 66-registered financial advisor with UBS Financial Services in Midland, TX. He has 10 years of industry experience and has been with UBS Financial Services since 2015. 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 provides clients with proprietary research and a broad range of capital markets solutions.

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