Julie is a Senior Vice President of the Legacy Wealth Management Group, a UBS team located in Central Texas.  Julie has over twenty years of experience in the financial industries. Julie was named to the 2020 and 2019 Forbes/SHOOK list of Best-In-State Wealth Advisors for Texas and ranked as a Forbes Top Women Wealth Advisor, placing her among the top 2% of the female wealth advisors in the country.   

Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.  Julie focuses on estate and trust planning along with meeting the needs of the individual desiring to grow and gain knowledge in investing.

Julie has another specialty role in the firm, and that is focusing on women.  "As a woman in the industry, it is very easy for me to see how women are often overlooked and misunderstood in planning and investment meetings. Most women play the role of a juggler - mom, daugher, caregiver, wife and career management -  all up in the air at once. "Men and women receive and disburse information in different manners, and I personally believe it is important to be able to adjust and make sure that all of our clients are heard and understood."   

Julie enjoys dual residences in San Angelo, TX as well as Kerrville, TX. She is married with a blended family of four children, and is lovingly known as Grandma to a precious grandaughter!  She and her husband spend their spare time performing Jazz in the Texas Hill Country.  

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA

Ryan is a Senior Vice President- Wealth Management / Branch Manager / Portfolio Manager and Partner in the Legacy Wealth Management Group. As an integral part of the partnership, Ryan focuses on the team's portfolio analysis of the equity and mutual fund models, as well as strategic goal planning and portfolio analysis. In addition Ryan serves as the liaison for our clients insurance investment processing. 

Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals For The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family. As a wealth management financial advisor, Ryan continues to stand out as a leading advisor at UBS.  Ryan was recently recognized by Forbes Magazine America's Top Next-Generation Wealth Advisors in 2017 and 2018. Ryan was also selected by UBS Top 35 Under 35 Financial Advisors in 2017, 2018, and 2019. Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10( General Security Sales Supervision),  and Individual State of Texas Life and Health Insurance.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA

Dee Jay is a Certified Financial Planner® / Financial Advisor for the Legacy Wealth Management Group in San Angelo, Texas. As an integral part of the team, he is responsible for overseeing the establishment and implementation of our client’s financial plans and enhancing the client experience. Dee Jay graduated from Texas Tech University with a Bachelor of Science in Agricultural & Applied Economics, as well as a Master of Science in Personal Financial Planning. Upon graduation, he worked at a previous firm as a Financial Planning Specialist, then later joined the UBS family as a Wealth Planning Analyst preparing customized financial plans for our clients. He maintains his Series 7 (General Securities Representative), Series 66 (The Uniform Combined State Law Examination), and Individual State of Texas Life and Health Insurance. Dee Jay and his wife Courtney enjoy dual residences in San Angelo, TX as well as Fort Worth, TX.  Outside of the office, Dee Jay serves his community as a Board of Director for the Downtown Kiwanis Club, a Foundation Board Member for the Fort Concho Museum, as well as a volunteer for the San Angelo Stock Show & Rodeo Association. He also enjoys deer hunting, helping out on the family farm, and spending time with his family & friends.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA

Erika joined the Legacy Wealth Management Group as a Financial Advisor from another firm in 2019.  She received her Bachelors of Science from Texas Tech University.  Originally from the Katy area, Erika has lived in San Angelo since 2016. 

Erika answered a call to serve others when she became a special education teacher straight out of college.  Special education teachers require great patience and skill and knowledge, but most importantly a desire to help others better their lives.  Upon moving to San Angelo, she found herself in need of a new career path.  She answered a second calling to service.  She became a financial advisor, again using her skills for compassion and the need to educate and help others improve on their current situation.  As a member of Legacy Wealth Management Group, Erika's focus is on small business owners, supporting women who want to understand and participate in the future of their financial picture, and helping all ages with financial planning.

Having earned her designation as a Certified Divorce Financial Analyst® professional, Erika specializes on individuals in transition.  She walks clients through both the short and long-term financial implications of divorce as well as life after divorce while offering an objective perspective during a turbulent time as well as peace of mind.

Erika is a vital part of this community, having served on various boards such as Young Professionals of San Angelo, Texas Business Women, and the City of San Angelo's  Economic Development Board. She is also an alumni of Leadership San Angelo Class of 2018.

Erika considers her most important role in life to be that of a parent.  She has two wonderful high spirited daughters who are the love of her life.  The man of the house is their slightly neurotic but ever lovable pound puppy, Smokey the Dog.

Erika maintains her Series 7, Series 66, CDFA®, and her Texas Life and Health insurance license.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA

Ruth, an employee of UBS since 1993, performs client services and operational duties for Legacy Wealth Management Group. Ruth also supports the team's trading efforts. She is in charge of processing long term care, and individual stock transactions.

Ruth maintains her Series 7, 63, and 65 securities licenses as well as her life and health insurance licenses.

Registered States:
CO, TX

Susan is a client service associate for the Legacy Wealth Management Group. Having fourteen years experience in service relations in the financial industries, Susan is focused on bringing quality processing and maintenance needs to our clients. Susan oversees all client relations, documentation, and on-line service needs for the team.

Bridget has been an employee since 1998.  She is an Associate Director/Administrative Manager for the NorthTexas Market Area.  Bridget handles the Administrative/Operation processes for the San Angelo office as well as for the other North Texas Market Area offices.  Bridget maintains her Series 7, 9, 10, and 66 securities licenses as well as Insurance license for Annuity/Life/Health.

Registered States:
TX

Kallie is a new client service associate for the Legacy Wealth Management Group. Kallie is focused on customer service for all of our client's needs. She received a bachelor's degree from Angelo State University in Marketing. Kallie oversees all of our marketing efforts and event planning  throughout the year. She completed a 2 year internship with us in 2011 and is excited to be back on the Legacy Wealth Management team.