Experience Makes all the difference

Sexton Wealth Management is comprised of three financial advisors who firmly believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively - therefore we place financial planning at the core of everything we do.  Our team designs flexible wealth management plans that are appropriate for you and your family. 

Our team of professionals distinguishes itself with both financial experience and personal service.  By placing a focus on long-term investing, providing a customer service model that exceeds expectations, and utilizing UBS Financial Services resources and expertise, we strive to earn your loyalty through hard work, the right advice and a dedication to developing a truly personal relationship. 

Staying steadfast to all of these values allows us to work hard for our clients, but more importantly provide them a tremendous peace of mind regarding their financial futures.

 

Gregory S. Sexton

Senior Vice President - Wealth Management
Wealth Advisor
Visit my personal page
817-347-3566

email



Greg has been working with investors in the Fort Worth office for over 32 years.  He is a charter member of the UBS Financial Service Inc.'s Investment Advisory Council, and a member of UBS Financial Service Inc.'s President's Council.

In 2010, Greg successfully completed the UBS Wealth Advisor Program.  This achievement represents UBS certification to address complex client needs with a comprehensive array of wealth management services.

Greg has previously taught an investment course for the Senior Education Program of Tarrant County Community College, and served on the Board of Directors for the First Tee of Ft. Worth from 2006-2016.  After receiving his Bachelor of Science degree in Accounting from Arizona State University (1980), Greg moved to Fort Worth.


Registered States:
AR, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MD, MI, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY


Kyle Ellis Sexton

Financial Advisor
Accredited Wealth Management Advisor℠
817-347-3513

email   Connect with me on LinkedIn



Kyle joined Sexton Wealth Management in June of 2019.  A graduate of University of South Carolina's Capstone Honors Program in Finance, Kyle has worked for UBS for four years dividing his time between our home office's Institutional Bond Desk in Weehawken NJ and the UBS-Plano branch as an expert in financial planner.  Kyle also spent six years in New York as the Market Data Program Director for the Copper Development Association. 


Registered States:
AR, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MD, MI, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY


Ben Sexton

Financial Advisor
Accredited Wealth Management Advisor℠
817-347-3536

email   Connect with me on LinkedIn



Ben has joined Sexton Wealth Management in April 2019 as a Financial Advisor after spending his previous two years at UBS-Dallas as a Wealth Planning Associate.  Ben has expertise in the financial and estate planning process for high net worth families.  Prior to joining UBS he spent three years at PricewaterhouseCoopers in Dallas and Chicago working in the financial services group.  Ben is a graduate from The University of Texas-Austin McCombs School of Business where he received both his Bachelors and Masters degrees in Accounting.


Registered States:
AR, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MD, MI, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY


Rita A. Helfrich

Senior Client Service Associate
817-347-3571

email



Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securites and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration.


Registered States:
TX