UBS opens Dallas wealth advice hub

UBS Wealth Management US has opened a new Wealth Advice Centre in Dallas, expanding its national advisory network as competition for affluent clients and wealth talent intensifies.

The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Centre. Dallas joins existing hubs in Weehawken, New Jersey, and Charlotte, North Carolina, creating a coordinated national network designed to support advisors at scale, enable growth and enhance the client experience across affluent and high-net-worth segments. Today, the Wealth Advice Centre has advisors located in 37 cities nationwide.

As one of the fastest-growing wealth markets in the United States, Dallas offers access to a deep and diverse talent pool, along with strong client demand. UBS has leased 26,000 square feet at 23Springs, reflecting the firm’s commitment to growth in the market. The space can accommodate more than 170 Financial Advisors, leaders and support professionals as UBS seeks to attract and hire top talent over the next year, including experienced advisors and participants in the Financial Advisor Development Programme.

“The opening of our Dallas hub represents a significant milestone in the continued expansion of the UBS Wealth Advice Centre and underscores our commitment to enhancing our national advice platform. This investment strengthens our ability to support our regions, major markets and financial advisers with scalable, high-quality capabilities, while delivering a consistent and differentiated experience to affluent and high-net-worth clients,” said Leonard Golub, managing director and head of the UBS Wealth Advice Centre.

Located on the 20th floor, the office offers sweeping views of the Dallas skyline and places teams in one of Uptown’s newest commercial developments. Situated at Cedar Springs Road and Maple Avenue, 23Springs provides direct access to the Central Business District and the broader Uptown neighborhood. The 26-story building features a range of premium amenities, including a fitness studio, street-level park and a mix of restaurants.

The Dallas hub will serve as the Central Region headquarters for the Wealth Advice Centre, strengthening support for financial advisers across branch offices and helping more clients access the full breadth of UBS’s wealth management expertise.

A key part of the Wealth Advice Centre’s expansion into Dallas is the firm’s commitment to developing the next generation of financial advisers. The office includes a dedicated training facility for emerging advisors and is designed to enhance productivity, collaboration and client engagement.

The Wealth Advice Centre also plays an important role in UBS’s broader talent strategy, serving as an incubator for early-career professionals and providing a structured pathway into high-performing teams across UBS Private Wealth Management and Wealth Management. Through this investment, UBS is building a workforce positioned to support long-term growth across the Americas.

Re-disseminated by Wealth and Society