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Janice W
ChFC®, Series 63, Series 65
Plano, TX
UBS Financial Services
Janice Wright is a financial advisor at UBS Financial Services in Plano, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 46 years of industry experience, including 32 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocations tailored to client goals.
Peter B
Series 63, Series 65
Plano, TX
UBS Financial Services
Peter Beswerchij is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. Outside of finance, he is a Tai Chi instructor at Motor City Tai Chi in Troy, Michigan. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.
Patrick M
Series 63, Series 65
Plano, TX
UBS Financial Services
Patrick Mcculler is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory role, he is involved in several business ventures including ownership and investment interests in oil and gas LLCs, as well as automotive customization and exotic car ownership. He has also served on the board of a drug and alcohol treatment center for women. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.
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