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Katheryn M
Series 63, Series 66
Tyler, TX
UBS Financial Services
Katheryn Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in community and charitable activities, including serving on the Junior League of Tyler’s Investment Committee and participating in fundraising and finance committees for local nonprofits and her church. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services such as financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.
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