$1.8 Billion Advisor Team Joins UBS Private Wealth Management in Texas
UBS Private Wealth Management has welcomed Financial Advisors John Farrell and Joel East to its Fort Worth, Texas office. Previously with J.P. Morgan’s Private Bank, they manage $1.8 billion in client assets, focusing on ultra-high net worth individuals. Paige Hicks, Fort Worth Branch Manager, expressed enthusiasm for their addition, highlighting their client-centric approach. John has 10 years of experience in various roles, while Joel brings 15 years of expertise in investments and portfolio management. This strategic move aims to enhance UBS's offerings in a key market.
- Addition of experienced advisors John Farrell and Joel East potentially enhances UBS's client service capabilities.
- Collectively manage $1.8 billion in client assets, indicating strong client trust and market presence.
- None.
UBS Private Wealth Management today announced that Financial Advisors John Farrell and Joel East have joined the firm in Fort Worth, Texas.
John and Joel join UBS as a team after having been advisors at J.P. Morgan’s Private Bank. Collectively they manage
“We’re excited to welcome John and Joel to the firm,” said Paige Hicks, Fort Worth Branch Manager at UBS Wealth Management USA. “Their experience and dedication to their clients will be a great addition to our business. We look forward to working with them and continuing to expand our client offering in this key market.”
John spent 10 years at J.P. Morgan’s Private Bank in various roles and played a key role in growing the firm’s presence throughout the Permian Basin. John’s client base is made up of ultra-high net worth families in Fort Worth and throughout West Texas. He is actively involved with the Equine Greeting Committee for the Fort Worth Stock Show & Rodeo and an Advisory Council member of the Fort Worth Chapter of Texas Parks & Wildlife Stewards of the Wild. He is a graduate of Louisiana State University (LSU) and during his free time, enjoys exercising, hunting, fishing, and watching LSU sports. John lives in Aledo with his wife and son.
Joel joins UBS after a 15-year career at J.P. Morgan’s Private Bank where he held various roles across investments and portfolio management. Most recently, Joel was working with ultra-high net worth individuals and families, which he will continue to do at UBS. Joel is a graduate of Duke University where he earned two varsity letters on the football team. Within his local community, he is involved with his church, Arlington Heights United Methodist, and currently sits on its endowment board. He has also held various roles on the board of North Central Texas Alzheimer’s Association and is a regular participant in their fundraisers and events. Joel is passionate about the outdoors and enjoys hunting, gardening, hiking, and exercising. He currently resides in Fort Worth with his wife and their three children.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about
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