Experience Makes all the difference

Tommy currently serves as the Texas Market Head for UBS Private Wealth Management. During his ten years at UBS, he has held a variety of management positions, including Branch Manager and Dallas Complex Director.

Before joining UBS, Tommy was a Financial Advisor at Merrill Lynch. Prior to entering the financial services industry, Tommy was the general manager of Media Sport Partnership, which was a division of the family office of Dr. John McMullen.

Tommy is responsible for the Private Wealth Management offices in Dallas and Houston, Texas along with satellite offices in Austin, Kansas City, and Oklahoma City.

Tommy graduated with a B.S. degree from Texas Christian University. He and his wife Ali have two children.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Executive Director

Dallas, TX

- Present

Licenses

  • Series 7, 63, 65, 9, 10, 3, 31

Registered States:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY