San Angelo, TX 610 South Bryant Blvd. Office
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UBS Financial Services
Institution
Firm-wide stats for UBS Financial Services
About
UBS Financial Services Inc. serves individual, corporate and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap fee programs and distribution of mutual funds and alternative products. The firm is registered as a broker‑dealer, an investment adviser and a futures commission merchant and also provides custody, underwriting and other capital markets services through its platform.
Advisory work is delivered through a network of Financial Advisors who use proprietary capital market assumptions, model-based asset allocations and research from the Chief Investment Office and UBS Global Research (INV Research) to tailor plans and probabilistic analyses to clients’ stated goals and risk tolerances. When engaged for fee‑based Financial Planning Services the firm acts in a fiduciary capacity and discloses and monitors relevant conflicts such as revenue sharing, sweep arrangements and the firm’s trading practices.
Compared with many peers, UBS combines institutional trading capabilities with wealth management services: it operates as a futures commission merchant, conducts principal trading and market‑making (including markups/markdowns and underwriting activity) and uses internal pricing practices that are less common among large advisory institutions. The firm also distributes proprietary periodic research and maintains affiliated banking and securities‑backed lending programs and data‑analytics (Strategic Insights) arrangements with product providers, all of which broaden its service set and are disclosed in its Form ADV.
Based on UBS Financial Services
Expertise
Based on UBS Financial Services
Location
610 South Bryant Blvd.
San Angelo TX 76903
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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