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MacroPortfolio Wealth Management
MacroPortfolio Wealth Management
817-347-3531
800-841-5388
855-587-9399 fax
Send us an e-mail: pat.reddell@ubs.com
Team Members:
James Edward Lacamp
Senior Vice President - Investments
jim.lacamp@ubs.com

Kristi L. Traylor
Senior Wealth Strategy Associate
kristi.traylor@ubs.com

Sherie Renee Wyatt
Senior Client Service Associate
sherie.wyatt@ubs.com

Charles Patrick "Pat" Reddell
Senior Vice President - Investments
pat.reddell@ubs.com

Andrea E. Kelly
Senior Client Service Associate
andrea.kelly@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better we understand how you envision your future, the better we can work together to help you shape it. And our approach is a simple one: Based on your goals and priorities, we’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be. 

Learn about Our Team
Investment Insights
Our Perspective
The New Roth Revolution roth_revolution.pdf (326kb)
Making Confident Decisions About Your Retirement making_confident_decisions_about_ret.pdf (321kb)
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