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Angie Bacon

Vice President

  • B.A., Stephen F. Austin University, 1987
  • Over 25 years operational experience in the industry
  • UBS Private Wealth Management (2008 to 2020)
  • Merrill Lynch Private Banking and Investment Group (1990 – 2008)
  • Leads operational effort in liability management (specifically lines of credit and home mortgages), life insurance and annuity services
  • Team coordinator for Rule 144 sales, private placement investments and all derivative operations
  • Series 7, Series 63 and Series 66 license