Hardy Winburn joined UBS in January 2002 and formed the team that would become Winburn Wealth Management. In the 19 years prior, he was President and CEO of a national manufacturing and distribution firm that was named the 1997 Arkansas Business of the Year by Arkansas Business Publishing Group. 

A graduate of Phillips Exeter Academy, Hardy earned his B.S. in management science from Duke University and his M.B.A. at the University of Arkansas at Little Rock. In addition, Hardy completed The Presidents’ Seminar training program through Harvard Business School.

Since 1995, Hardy has been a member of a global peer network of chief executives and business leaders, the Young Presidents’ Organization (YPO). Hardy is also a member of Chief Executives Organization (CEO) which is the exclusive organization for distinguished leaders of YPO.

In recognition of his performance at the firm, he is a member of UBS’s Chairman’s Council.

Professional recognition:

–             Barron’s Top 1,200 Financial Advisors 2014, 2015, 2017, 2018, 2019, 2020

–             Forbes Best-In-State Wealth Advisors Ranked #1 in Arkansas 2018, 2019, 2020

–             Barron’s #1 Financial Advisor in Arkansas 2016

–             Financial Times’ Top 400 Financial Advisers 2016 (the only Arkansas-based adviser on the list)

–             CERTIFIED FINANCIAL PLANNERTM (CFP®)

–             Certified Investment Management Analyst® (CIMA®)

–             Chartered Life Underwriter® (CLU®)

–             Chartered Financial Consultant® (ChFC®)

–             Certified Fund Specialist® (CFS®)

–             Retirement Income Certified Professional® (RICP®)

–             Certified Exit Planning Advisor® (CEPA®)

Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MN, MO, MS, NC, NJ, NY, TN, TX, UT, WA, WV

Carissa has worked in the financial services industry since she joined Winburn Wealth Management in 2009.  She is committed to building long-term client relationships through exceptional service.  A graduate of the University of Central Arkansas, she earned her bachelor of business administration in finance and marketing.  She maintains her Series 7, 63 and 65 securities licenses and has also attained the Chartered Retirement Planning Counselor designation^SM.

Outside of her role on the team, Carissa was chosen to serve as a coach to Client Service Associates in our area and to serve on a working group to promote best practices in client service and seek solutions to client needs.

Registered States:
AL, AR, CA, CO, FL, GA, ID, IL, LA, MN, MO, NC, TX, UT, WA, WV

Lori, whose career in financial services spans over two decades, joined Winburn Wealth Management in 2011.  She prides herself on her dedication to delivering the highest level of service to our clients.  She graduated from John Brown University with a bachelor of science degree in organizational management and holds the Series 7, 24, 31, 63 and 65 securities licenses as well as the Arkansas Insurance License.  Lori also holds the Certified Fund Specialist^® designation. 

Registered States:
AL, AR, CA, CO, DC, FL, GA, ID, IL, LA, MN, MO, MS, NC, TX, UT, WV

Brandy has spent over 15 years in both client service and management roles in the financial services industry.  She joined Winburn Wealth Management in 2013 and enjoys anticipating and meeting the needs of our clients throughout the process.  She is a business graduate from Oklahoma Wesleyan University who maintains the Series 3, 7, 9/10, 63 and 65 securities licenses in addition to the Arkansas Insurance License.  Brandy has also earned the Certified Fund Specialist^®, the Chartered Mutual Fund Counselor^®, the Accredited Asset Management Specialist^® and the Chartered Retirement Planning Counselor^SM designations.

Registered States:
AL, AR, CA, CO, DC, FL, GA, ID, IL, LA, MN, MO, NC, TN, TX, UT, WV