Lilian Gray Melhorn

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 05/2022
  Loveshackfancy
  Austin, TX
• 06/2022 → 08/2022
  Extreme Networks
  Mckinney, TX
• 06/2024 → 07/2024
  Globe Life
  Mckinney, TX
• 08/2021 → 05/2025
  University Of Texas At Austin
  Austin, TX
• 08/2017 → 07/2025
  Lovejoy High School
  Lucas, TX
• 07/2015 → 07/2025
  Willow Springs Middle School
  Lucas, TX
• 07/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-17