UBS Financial Services Inc. is a leading financial services company with a branch office located in Plano, TX. They offer customized financial strategies tailored to individual needs, aiming to be the primary source of financial advice for their clients. With a team of experienced professionals, including Managing Director Robert Giordano and Executive Director Bruce Dillard, UBS is committed to providing quality client service and building long-term relationships.
Gerda David, Associate Director Admin Manager, brings 26 years of experience in the financial services industry, while Salinda Kay Nowell, Associate Director Supervisory Officer, has over 25 years of experience in operations, sales, and compliance. Both have a strong background in their respective fields and contribute to the success of UBS Financial Services in Plano. With a focus on delivering personalized financial plans and a commitment to client satisfaction, UBS is dedicated to helping individuals achieve their financial goals.
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