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
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