Experience That inspires confidence

Throughout his 27 years of experience as a Wealth Manager, Reagan has been passionate about helping his clients achieve their financial goals.  He tailors the solutions he offers to each client, offering them such services as custom financial planning and portfolio construction.  Reagan works with a diverse set of individuals and has clients who are retirees, working professionals, business owners, endowments and institutions.

As part of his consultative approach to wealth management, Reagan provides his clients with planning services, periodic reviews and meetings about their financial stategy, and makes adjustments to reflect their evolving situations.

Reagan joined UBS in 2011 and was previously a Financial Advisor with Merrill Lynch for 19 years.  He received a B.B.A. (Finance) from the University of Texas.  Outside the office, he serves on the Metro Board of the YMCA of Austin (Treasurer), the Board of Trustees at St. Michael's Catholic Academy (Executive Committee), coordinates a team for Meals on Wheels, and volunteers at St. Austin Catholic Parish.  He and his wife, Suzanne, have two daughters.

Licenses

  • Series 7, 63 and 65 Securiities Licenses

Registered States:

CA, FL, IL, IN, NM, OH, TX