Greenman Wealth Management - UBS Financial Services Inc.
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Greenman Wealth Management, a team within UBS Financial Services Inc. based in Dallas, TX, offers tailored financial advice aimed at organizing clients' finances around their short-term needs and long-term goals. With over 30 years of experience, the team is committed to developing lasting relationships through high-quality client service and a disciplined investment approach.
Led by David Greenman, a Senior Vice President and Senior Portfolio Manager, and Ryan Long, a Managing Director, the firm focuses on ultra-high-net-worth clients and their unique financial planning needs. Both advisors are recognized for their dedication to service and excellence, as evidenced by their numerous accolades and memberships in prestigious financial advisory councils.
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