Experience Makes all the difference

Our team of wealth management professionals brings many years of financial experience and personal service. Our goal is to be your primary source of financial advice. We focus on delivering comprehensive financial planning, investment management, asset allocation and preservation strategies to affluent individuals, executives, board directors and business owners. To address the complexities of our clients' financial lives, we coordinate with estate planning professionals, tax advisors and other key strategic partners. Additionally, the team has extensive experience advising on Defined Contribution plan design.

As a woman-led financial planning practice, we also offer practical advice and solutions to high net worth women and we counsel families going through the divorce process and post-divorce.

We work closely with our clients to help preserve and grow their wealth by employing a comprehensive financial planning process that integrates their employer sponsored benefit plans. We draw on our retirement and stock option planning knowledge to help design and implement customized strategies to meet corporate and individual needs. Whatever your expectations for the future, we will work with you to determine the right path toward reaching your goals.

Speak to us about how we can leverage our experience, and draw on the global resources of UBS, to help you embrace your financial future with confidence.

Lisanne Glew, CDFA

Accredited Wealth Management Advisor℠
Certified Divorce Financial Analyst (CDFA®)
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469-440-0525

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Lisanne leads Glew Wealth Management Services, an executive compensation and wealth management practice at UBS. Her team provides advisory and risk management services for executives, board directors and business owners. She has more than 25 years of international executive management experience. At CIBC, a leading North American financial institution, she held leadership roles in corporate finance, risk management and private wealth management. Lisanne holds a Law Degree, an MBA, is an Accredited Wealth Management Advisor(AWMA®) and a Certified Divorce Financial Analyst(CDFA®).

She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas, The Center for Vital Longevity at The University of Texas at Dallas, The Institute for Excellence in Corporate Governance, Executive Connection, Collaborative Divorce Texas and the Institute for Divorce Financial Analysts.


Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NV, NY, OH, OK, SC, TN, TX, VA, WA


Piers Hurley, CFA

Senior Vice President - Wealth Management
Chartered Financial Analyst®
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214-965-6128

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Piers holds the Chartered Financial Analyst designation and a degree in International Business from Rhodes College in Memphis, Tennessee. Piers leads the Hurley Group and is a Senior Retirement Plan Consultant. Piers advises Plan Sponsor Investment Committees on fiduciary best practices, governance, investment analysis and asset allocation decisions.


Registered States:
AR, CA, FL, GA, IL, KS, LA, MA, MD, MI, MO, MT, NE, NY, OH, OR, TX, UT, WA