Dayna Moser - UBS Financial Services Inc. is a highly credentialed team of financial advisors based in Dallas, TX, with decades of experience in serving the unique needs of ultra-high net worth individuals and families. They offer a consultative and collaborative approach to help clients unlock opportunities, preserve wealth, and create continuity, with services ranging from financial planning and pre-sale transaction planning to philanthropic giving and single stock position advice.
Kendyl Howard, a Client Associate, oversees client administration for Dayna Moser's team and brings over 8 years of experience in the financial services industry. With a focus on providing exceptional client service, Kendyl has earned her Series 7, 66, and Insurance licenses and is dedicated to supporting clients in achieving their financial goals.
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