Dallas, TX Office

Richard Tucker is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Baton Rouge, LA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Adam Wilson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1996 and holds the Series 63 and Series 65 designations. Outside of his advisory role, Wilson serves as president and board member of a homeowners association in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans for clients.

Brandon Wilk is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth and high school lacrosse players with the Highland Park Lacrosse Association in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies. The firm also offers capital markets services, including principal trading, underwriting, and futures commission merchant activities.

Robin Lott is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Hodges Capital Management, First Dallas Securities, and Oppenheimer and Co Inc. Outside of his advisory work, he has been involved as an insurance agent focused on investment-related insurance sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates both as a broker-dealer and an investment adviser, providing a range of services including portfolio management, financial planning, and capital markets activities.