Monda Hanna - UBS Financial Services Inc. is a wealth management firm located in Plano, TX. Led by Senior Vice President Monda Hanna, who has over 38 years of experience in the investment business, the firm specializes in providing comprehensive wealth management services tailored to meet each client's specific financial needs, comfort levels, and risk tolerances. They assist clients with strategic asset allocation, IRA rollovers, and achieving investment goals during both the accumulation and distribution stages of their financial lives.
Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Monda Hanna - UBS Financial Services Inc. offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. With a focus on liquidity management and a commitment to understanding what wealth means for each client, they deliver finely crafted financial advice to help clients pursue what matters most to them, their families, and their businesses.
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