Allen Abney

What changed

Co-leads a four-person UBS Private Wealth Management team joining William Blair's new Dallas private wealth office serving HNW and UHNW families, executives, entrepreneurs and family offices.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Managing director and wealth advisor

Previous role

Not reported

Market

Dallas, TX

Reported book

Not disclosed

Reported team size

4 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.