Our team provides a full range of investment services and financial management expertise to core affluent and high net worth individuals and families. We offer customized wealth management advice based on a thorough analysis of each client's needs, objectives, risk tolerance, and life goals. By fostering strong personal relationships and ongoing communication, both with our clients and the members of our team, we strive to assure that our clients receive both service and investment management that consistently exceed their expectations and lead to long term investment success.
Jan has been a Financial Advisor since 1975. All but three years have been with UBS and its predecessor firms. She has been recognized by Financial Times as one of the "Top 400" financial advisors in the country in 2014 and by Barron's as one of the "Top 1000" advisors in the nation in 2010. Forbes has named her as one of it's Top Women Advisors in the nation and as a Top Advisor in Texas in 2019 and 2020. Jan has for many years been a member of the Firm's Chairman's and President's Councils and is one of a small number of UBS advisors to have earned the designation of Wealth Advisor.
She counsels high net worth individuals, as well as business owners and professionals, and implements strategies to help them reach their investment and financial goals. Jan has long been active and held leadership positions in a number of civic and arts organizations in Austin. She currently is a Trustee of Zach Theatre in Austin, Headliner's Club, and chairs the Investment Committee for the Texas Presbyterian Foundation.
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MI, MN, NJ, NM, NY, OK, OR, TN, TX, VA, WA, WI
Kam began his career with UBS in 1999. With almost two decades in the financial services industry, he relies heavily on his experience to help guide our clients through every aspect of their financial lives. Kam concentrates on gathering and organizing client information, producing and delivering comprehensive financial plans, and leveraging the firm's resources to create client investment portfolios. He is also responsible for overseeing the manager/investment selections for client portfolios. His diligent research and monitoring of our investment choices enable us to offer timely advice on an ongoing and consistent basis to those we serve.
Kam earned his bachelor's degree from Texas Tech University with a focus on marketing and finance. Kam enjoys playing golf, fishing, hunting, and spending time with his family. He has also been involved in many community activities, including serving as former president of the Westlake Chamber of Commerce.
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MI, MS, NC, NJ, NM, NY, OK, OR, TN, TX, VA, WA, WI
Melissa began her career with UBS Financial Services 24 years ago and has been a Financial Advisor with our team since 2007. She is actively involved in investment management and client presentations, efficiently responding to our clients' concerns and needs.
Melissa is a native Austinite. She graduated from The University of Texas where she was a member of the women's track team. Her time away from the office is focused on her two teenage sons and their various activities.
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MI, NJ, NM, NY, OK, OR, PA, TN, TX, VA, WA, WI
David Edward Schoen, CFP®, AWMA®
David began his career at UBS in 2015 as a Wealth Planning Analyst, acting as the go-to resource on financial planning for all of the advisors in our Central Texas market. In this role he worked with a wide variety of clients, helping them to put in place a financial plan that would guide them in the achievement of their goals. He joined our team in 2017, and plays a vital role, not only in the planning area but also in working with us to assure the delivery of comprehensive investment services to all of our valued clients. David is fully licensed and holds both the CERTIFIED FINANCIAL PLANNERTM designation and the Accredited Wealth Management AdvisorSM designation from the College of Financial Planning.
Though he grew up in Baton Rouge, attended high school in Virginia, graduated from the University of Georgia, and was a consultant in Washington, D.C., he is thrilled to be able to call Austin home. He enjoys golf, swimming (and most other sports), cooking, and trying the many new restaurants here.
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MI, NJ, NM, NY, OK, OR, TN, TX, VA, WA, WI
Kelly joined UBS from another firm in 2008. In addition to her 17 years of experience, she brings to our team her expertise and designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). Kelly is responsible for our client reporting, service protocols and works closely with many of our clients' CPAs. She also shares the administrative and organizational duties for both our clients and our team.
Kelly graduated magna cum laude from The University of Texas at Arlington with a degree in music business. She was a French horn player in the wind ensemble and orchestra. Kelly and her husband live in Round Rock and are the proud parents of two sons and a daughter. They enjoy and are kept busy by their children's activities and love attending Round Rock Express games as well as the Round Rock and Austin symphony orchestra concerts.
CA, DE, MI, TX, WA
Jan O'Connell has been in the financial services industry for the past 14 years and with UBS since 2006. She manages our client communications, account documentation, asset transfers, loan documentation, and correspondence. She takes pride in keeping us organized, as well as our clients, and is dedicated to making their financial lives simpler.
Jan is a graduate of The University of Texas at Austin, where she earned a degree in finance and was active in the professional women's fraternity. Jan and her husband, Patrick, live in Round Rock with their two small children and German Shepherd/English Mastiff puppy. They enjoy traveling and attending various music concerts.
CA, DE, GA, LA, NJ, OR, TX