Insight-based advice

• AR
• CA
• CO
• CT
• FL
• IA
• IL
• IN
• NJ
• NY
• OR
• TX
• UT
• VA
• WA

Ray has over twenty-five years of experience in providing comprehensive wealth advisory services. He joined UBS in 2008, after fifteen years at Merrill Lynch. From 1979 to 1992, Ray was a partner in a private consulting firm. He assisted various US companies in real estate analysis and development. He holds a B.A. in architecture from the City College of New York.

Ray and his wife, Kathy, have been residents of Houston for over thirty-six years. While not native Texans, they claim to have "gotten here as fast as they could". Ray enjoys traveling, visiting his son, Jack, in California and sailing. In fact, he currently holds the coveted sailors "NOOD Regatta" first place coffee mug.

• City College of New York, B.A. in Architecture

• Wealth Advisor

• AL
• AR
• AZ
• CA
• CO
• CT
• FL
• IA
• ID
• IL
• IN
• ME
• NJ
• NY
• OK
• OR
• TX
• UT
• VA
• WA

Jillian joined UBS in May of 2016. She is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Accredited Wealth Management Advisor designation. Prior to joining UBS, Jillian worked at Hines Securities. Jillian earned a B.A. in international business and management with an emphasis in entrepreneurship from the University of Oklahoma and a M.B.A. in finance from the University of Houston – Downtown. She is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.

Jillian and her husband, Josh, live in Maplewood South with their two dogs. She is passionate about serving her community. Jillian is a member of the Junior League of Houston, she volunteers at the Texas Children's Hospital and she is a mentor with Big Brother Big Sisters, where she has been matched with her little sister for the past five years. She also sits on the Social Committee for the OU Club of Houston. When her husband hesitantly agrees, she fosters dogs through the Australian Shepherds Furever organization. Jillian enjoys spending time with her family and friends, traveling (South Africa is a favorite), sports, and scuba diving.  

• University of Oklahoma, B.A. in International Business and Management with an Emphasis in Entrepreneurship
• University of Houston – Downtown, M.B.A. in Finance

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠

• OR
• TX

Kelli has been with UBS since 2006. She holds the Series 7, Series 66 and Texas Life Insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ professional. Kelli will be responsible for all operational and administrative activities for us.  

Kelli graduated from Texas State University in 2004 with a Bachelor of Arts degree in Economics and a minor in Business Administration. Kelli and her two sons, Cole and Ryan, live in Richmond. Kelli spends most of her free time on the baseball field with her boys.

• Texas State University, Bachelor of Arts Degree in Economics and a Minor in Business Administration

• CERTIFIED FINANCIAL PLANNER™