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$1.8 Billion Advisor Team Joins UBS Private Wealth Management in Texas

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 $1.8 billion in client assets and have several years of experience working with ultra-high net worth clients.

“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 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


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