Allen J. Dogger, CFP®
Senior Portfolio Manager
Portfolio Management Program Financial Advisor
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Allen joined the securities business in 1974 and became a Certified Financial Planner in 1980. He attained a B.A. in Speech Drama from Beloit College and an M.S. in TV-Radio from Syracuse University. He has collaborated in community service and leadership in the Metroplex including the Baylor University Parents League, as a Board Member of the Fellowship of Christian Athletes and as a Life Member of the Greater Dallas Chamber of Commerce.
AL, AZ, CA, CO, FL, GA, IL, KS, KY, LA, MI, MN, MO, MT, NC, NJ, NM, NY, OK, TX, VA, WA
Jennifer joined UBS in May of 2016. She attended Texas Tech University and worked for JP Morgan Chase for 15 years as a Client Asset Services Specialist within the Corporate Reorganization group. She is highly dedicated and takes great care of clients' needs. In her spare time, Jen volunteers with various charitable organizations, and enjoys hiking and biking.
Julie graduated from the University of Texas at Tyler in 2004, earning a B.B.A. degree in Finance. She joined UBS in June of 2005 and during her time with the firm, has obtained her Series 7, 66, 9 and 10 securities licenses, as well as insurance licenses. Julie prides herself in providing top-notch customer service and building personal relationships with every client. Outside of the office, Julie, along with her husband, enjoy spending time with their two sons doing outdoor activities and attending sporting events.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, LA, MA, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, TX, UT, VA, WA