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Dee Jay W

Series 66

San Angelo, TX

UBS Financial Services

Dee Jay Wilde is a Series 66 licensed financial advisor with 12 years of industry experience, currently with UBS Financial Services since 2015. He serves on the board of the Fort Concho Foundation, where he is involved in educational and preservation efforts related to the historic Fort Concho in San Angelo, Texas, and has held roles with local community organizations including the San Angelo Downtown Kiwanis Club and the Parks & Recreation Advisory Board. 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 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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Michael B

Series 66

San Angelo, TX

UBS Financial Services

Michael Barnes is a financial advisor with UBS Financial Services in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2010. Barnes serves on the board and audit committee of West Texas Guidance and Counseling, a nonprofit providing mental health counseling regardless of clients’ ability to pay. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

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

Series 66

San Angelo, TX

UBS Financial Services

Kaylyn Alexander is a financial advisor at UBS Financial Services in San Angelo, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, she worked at Priority1 and has a background that includes time as a homemaker and studies at Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to client goals. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

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

Series 63, Series 65

San Angelo, TX

UBS Financial Services

Ruth Wilde is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1993. Outside of her advisory role, she is the incoming president of the Kiwanis Club in San Angelo, focusing on fundraising efforts to benefit organizations supporting children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting and capital markets operations.

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