A graduate of the United States Military Academy at West Point and former Army Airborne Ranger, Alex has parlayed his leadership experience into a highly successful private banking and investment management career in Central Texas, where he leads one of the largest wealth management practices in the state, he was recently recognized by Barrons as a top 90 advisor in Texas and a top 1200 advisor in the nation.  Alex specifically manages the fiscal affairs for a select number of families, privately held businesses, and foundations.  Clients tap into his specialized experience on all things financial from investing to estate planning as well as credit and lending.  He worked for Merrill Lynch for 9 years and joined UBS in 2009. In Alex’s sixteen years in Austin he has become involved in philanthropic endeavors, both donating considerable time and financial resources.  He currently sits on the Board of Ballet Austin where he serves on the management committee and just completed two years as the board president.  Alex is a member at large and former President of the West Point Society of Central Texas where he was the primary Austin liaison to the United States Military Academy.  In his free time he enjoys high altitude mountain climbing, traveling, cycling and playing racquetball.

Registered States:
AR, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, NC, NY, PA, SC, TN, TX, VA

Landon has over ten years of financial service industry experience and joined UBS in May of 2009. Landon concentrates on providing solutions for the wealth management needs of high net worth families, individuals, and privately held business owners.  Before joining the UBS team, he spent five years with Merrill Lynch in their Global Private Client Group in Austin.  Landon earned his B.B.A in International Business and a second degree in Economics from the University of Mississippi.  Upon graduation, Landon served as Director of Ticket Operations for the Memphis Redbirds professional baseball team in Memphis, TN.  Following his 3 years with the Redbirds, he joined Edward Jones as an Investment Representative.  Born in Richmond, VA, Landon grew up in St. Louis, MO and has lived in Austin since 2005.  Licensed to do business in nearly a dozen states, the majority of Landon's clients are in Texas, although he works with families and businesses throughout the South and Midwest.  He is married to his wife Brandi and has two children, Walker (17) and Sally Kate (14).  Landon enjoys spending his free time with his family, coaching his son's sports teams, the outdoors, and traveling.

Registered States:
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, LA, MI, MN, MO, MS, NC, NY, PA, TN, TX, VA, WA

Julie began her career in financial services nineteen years ago with a regional wealth management firm in Southeastern Pennsylvania.  Since that time she has supported top financial advisor teams in both the banking and brokerage sector.  She has extensive client service and operational experience and is fully registered holding her Series 7, 63 and 65 licenses as well as variable, life and health insurance licenses.   Prior to working in financial services, she was a grant writer for non-profit health and human service organizations.   Julie is a graduate of the University of Delaware with a B.A. in Psychology and has been with UBS since 2004.   She currently serves as a coach for client service assistants in the Central TX Market Area for UBS.  Julie resides in Denver, Colorado with her husband, Dan Wimer and 11 year-old son, Pierce.  Outside of the office Julie enjoys volunteering for her son's school, traveling and spending time with her family.

Registered States:
CO, TX

Eileen's extensive experience makes her a key contact and go-to person for our clients.  She began her impressive financial services career in 1987, assuming a series of supervisory and management positions at Merrill Lynch, including Operations Manager and Section Manager, overseeing three Supervisors and forty employees in the Quality Assurance Department.  Her responsibilities were wide ranging, spanning from leading Process Improvement initiatives to presenting to Senior Management at the Women's Network Forum. 

Soon after becoming a Client Service Associate, her accomplishments and leadership abilities were recognized with appointments to both the Regional and National Councils for Client Associates, for which she was one of only ten members, out of 6,000 nationally, selected to represent Client Associates to senior management. She also made significant contributions in the Consumer Cash management department and was selected to be one of 25 members of the Banking Strategy Council, comprised of Financial Advisors and Client Associates who provide feedback and recommendations on the firm’s banking initiatives.  

Eileen was born in the Bronx but spent most of her life in New Jersey. She has a bachelor’s degree in Psychology from St. Francis University.  Her son, Danny, is a Senior wrestler at the University of Scranton in Pennsylvania.  Her daughter, Tara, lives in Austin and works in Hotel Management.  After getting married on a beach in Cozumel, Mexico, and then u-hauling to Texas from New Jersey, Eileen and her husband, Wade, are enjoying their life in Austin.