Chad Jones

Financial Advisor - Senior Vice President - Wealth Management

Chad Jones is a Senior Vice President and Financial Advisor at UBS Financial Services, Inc., with extensive experience in wealth management. Starting their career in New York and later returning to Texas, Chad specializes in investment strategies, estate planning, and risk management. Previously, Chad held positions at Bernstein Private Wealth Management, where they conducted financial modeling and developed strategic plans for clients. Chad earned a Bachelor of Science in Economics and Finance from Texas A&M University.

Location

Dallas, United States

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