Experience That inspires confidence

Ali Ismail, CFP®

CERTIFIED FINANCIAL PLANNER™
214-965-6142

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Ali is a wealth advisor within the Private Wealth Management division of UBS. Prior to joining UBS in 2013, Ali served as an Investment Advisor within Credit Suisse's US Private Banking division, providing comprehensive wealth management solutions to high net worth individuals and families with complex needs. While at Credit Suisse, Ali was responsible for marketing, along with the portfolio management and construction process for a team that managed over $1 billion in assets for 80 successful families. Prior to Credit Suisse, Ali worked at UBS Private Wealth Management from 2007-2009 and Bank of America from 2004-2007.

Ali holds a B.B.A in finance and minor in economics from Southern Methodist University. He has also obtained the CERTIFED FINANCIAL PLANNERTM (CFP) certification and has completed Level 1 of the CFA Program.


Registered States:
AR, AZ, CA, DC, FL, MA, TX


MacKenzie LeBlanc, CFA

Wealth Strategy Associate
Chartered Financial Analyst®
214-965-6142

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Mack is a Wealth Strategy Associate within the Private Wealth Management division of UBS. Mack's responsibilities on the team include assisting clients with all the day to day service related inquiries, trading, and strategy due diligence. Prior to joining UBS in 2016, Mack was a Senior Associate at Atlantic  Trust Private Wealth Management.

Mack holds a BBA from The University of Notre Dame where he was also captain of the Swim Team. He is a CFA charter holder.


Registered States:
AR, AZ, CA, DC, FL, IA, MA, MT, NM, TN, TX