Central Business District

Megan Smith UBS Financial Services

Address: 100 Crescent Court, Suite 600
Dallas, TX 75201

Phone Number: 214-965-6126

Business Name: UBS Financial Services

Industry: HR Outsourcing

Position/Title: Financial Advisor

Fax: 877-360-5705

Description of Business: Through the UBS DC Advisory program, Megan and her team of advisors work with executives and business owners to effectively manage their 401k plans. In order to maximize this employee benefit, we provide consulting on multiple aspects of the plan, including plan design, provider search, fee benchmarking, investment selection and monitoring, education consulting and co-fiduciary services.

Year Founded: 1912

Business URL:

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