Experience Makes all the difference

Donald Charles Atherton, CFP®, CLU

Vice President - Wealth Management
281-362-6363
don.atherton@ubs.com

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Don has been in the financial services industry since 1983 and he draws upon this experience to provide leadership and direction to the Atherton-Meischen team at UBS. His knowledge of employee benefits, financial planning and investments allows him to understand and utilize clients’ employee benefits and personal assets to effectively build comprehensive personal financial plans.

He has achieved numerous designations throughout his career, including Certified Financial PlannerTM (CFP®), Certified Employee Benefits Specialist (CEBS) and Chartered Life Underwriter (CLU). In addition to earning a Master of Business Administration with a concentration in finance, Don has taught college and graduate level retirement plan and employee benefits courses. Don is a frequent speaker and author.


Registered States:
NY, TX


Danford Ryan Meischen, CFP®, CRPC®

Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
281-362-6362
dan.meischen@ubs.com

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Danford is the Retirement Plan Consultant with the Atherton-Meischen team at UBS. Danford has 37 years of industry experience. He was selected as one of the nation’s Top 25 Retirement Plan Advisors for seven consecutive years by Plan Sponsor Magazine, and one of the 300 Most Influential Advisors in Defined Contributions by 401(k) Wire. Danford is a Founding Lecturer for The Retirement Advisor University at UCLA’s Anderson School of Business, Who’s Who as the 2007 Corporate Retirement Planning recipient, and a Certified 401(k) Professional by The Retirement Advisor University at the UCLA Anderson School of Business. Danford is also a graduate of the U.S. Military Academy at West Point.


Registered States:
TX


Brandy Deanne Suchecki

Client Service Associate
281-362-6392
brandy.suchecki@ubs.com


Registered States:
TX