Henry Jordan - UBS Financial Services Inc. is a wealth management firm located in Plano, TX. They prioritize their clients' best interests and build lasting relationships by understanding their needs and concerns. With a focus on affluent families, institutions, and non-profits, they provide comprehensive financial advice on matters related to the capital markets, tax and estate planning, concentrated stock positions, and the sale of privately held businesses.
Backed by the strength of UBS, a global leader in wealth management, Henry Jordan offers expertise and guidance to help clients achieve their financial goals. With a global footprint spanning 51 countries and $5 trillion in invested assets, they are committed to crafting personalized financial solutions that align with their clients' unique needs and aspirations.
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