Austin, TX Office

Sheren Tumbleson is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 operates in multiple financial market roles, expanding its service offerings.

Michael Rabinovich is a Series 63 licensed financial advisor with UBS Financial Services in McAllen, Texas, where he has worked since 1994, accumulating 32 years of industry experience. He is a managing partner of H&R Partners, overseeing legal and accounting compliance for the business. He also serves as manager of Venture BAAMM LLC, which invests in a local bank. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Adam Rosenthal is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Rosenthal serves on the board of New Renaissance Basketball and chairs the investment committee at Rodeph Sholom. He is also involved as a trustee in various family and insurance trusts and advises the BBA Advisory Board at the University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering customized financial plans using proprietary research and model-based asset allocations.

Jeffrey Frederickson is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is based in Austin, Texas. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting its advisory work with proprietary research and model-based asset allocations.

Virginia Nassour is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Matthew Schaefer is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a board member and co-treasurer for the Jail to Jobs charity in Austin. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Melissa Jameson is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Timothy Oates is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his advisory work, he is involved in managing a personal real estate property in South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering services such as fee-based financial planning, discretionary portfolio management, and market-making activities.