Let's move forward. Together.

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Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mayra Mendez

    Mayra Mendez

    Client Associate

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      As a Client Service Associate at UBS Financial Services, Inc., I specialize in enhancing client experiences and implementing effective investment strategies. With a strong background in client services and legal support, I bring a unique blend of skills to the financial services industry.

      I assist wealth advisors in developing and implementing investment portfolios, ensuring that our clients receive top-notch service and support. My role involves acting as a liaison between clients and advisors, developing media presentations for seminars, and managing client databases with precision. I am also an authorized notary public in Texas, which allows me to handle client document requests efficiently and securely.

      Prior to my current role in Financial Services, I served as a Paralegal at Schirmmeister Diaz-Arrastia Brem LLP, where I managed office scheduling, filed court documents, and supported attorneys in complex legal processes. My experience in legal research, drafting pleadings, and organizing trial exhibits has honed my attention to detail and ability to work under pressure.

      I hold a Bachelor of Arts in Communication from the University of Houston and am fluent in Spanish, which enables me to connect with a diverse range of clients. My commitment to continuous learning and professional development drives me to stay updated with industry trends and best practices. 

      I am dedicated to leveraging my skills to contribute to the success of my team and the satisfaction of our clients. Let's connect and explore how we can collaborate to achieve financial goals and create lasting value.

        • University of Houston, Bachelor of Arts in Communication
          4400 Post Oak Parkway
          16th and 17th Floor
          Houston, TX 77027
          mayra.mendez@ubs.com
          Mayra Mendez
          4400 Post Oak Parkway,Houston,TX,77027

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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        Support and resources

        Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

        Learn how you can get involved and make an impact through the UBS Optimus Foundation.

        The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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