Montgomery, AL Office

Carl R. Watson is a financial advisor at UBS Financial Services in Montgomery, AL, holding a Series 66 designation with 24 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Margaret Dauphin is a financial advisor at UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials with 35 years of industry experience. She has been with UBS since 2012. 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 provides a broad range of capital markets and research resources.

Morgan Duett is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Duett worked for the City of Prattville Government for six years and the YMCA of Prattville for three years. Duett holds the Series 66 designation and is based in Montgomery, Alabama. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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 client plans.

Gregory Alford is a financial advisor with UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Amy Garrigan is a financial advisor with UBS Financial Services in Montgomery, Alabama, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she manages Hardaway Farms LLC, a family-owned farming and hunting property. 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 utilizes proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.