Wealth advice that helps inspire confidence

Globe next to stack of books

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Retired couple

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.

  • David Aigner Profile Photo

    David Aigner, CFP

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    David has been in the financial services industry for over 41 years. He focuses on working with retirees, executives and small business owners as they begin planning for retirement. David attended the University of Washington, where he received a B.A. in economics, and has also earned designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). 

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Washington, B.A. Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    david.aigner@ubs.com
    David Aigner, CFP
    4400 Post Oak Parkway,Houston,TX,77027
  • Christopher Perry Profile Photo

    Christopher Michael Perry

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Chris has over 26 years of experience in financial and client services. Prior to joining UBS in 2009, he worked for Morgan Stanley. Chris primarily services retirees, professionals and business owners. Using his experience with and knowledge of wealth management planning, Chris creates personalized strategies to help clients pursue their financial goals. A graduate of the University of Houston, Chris earned a B.B.A. specializing in finance. He subsequently obtained Series 7, 31, 63 and 65 securities licenses as well as life and health insurance licenses.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Houston, B.B.A. Finance
    • Senior Portfolio Manager
    • Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    christopher.perry@ubs.com
    Christopher Michael Perry
    4400 Post Oak Parkway,Houston,TX,77027
  • Barbara Shepherd Profile Photo

    Barbara Ann Shepherd

    Senior Client Associate

    • image
    • image
    • TX

    Barbara joined the group in 2002. She graduated from Spelman College in Atlanta, GA with a B.A. in Economics. She has 32 years of industry experience and has earned her Series 7 and 63 licenses. As the team's Senior Client Service Associate, she is responsible for client service requests and day-to-day operations such as processing wires, sending and depositing checks, and opening and maintaining accounts. Barbara and her husband Wendell  years have a son named Wendell Jr.

      • Spelman College, B.A. Economics
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        barbara.shepherd@ubs.com
        Barbara Ann Shepherd
        4400 Post Oak Parkway,Houston,TX,77027
      • image

        Sherry Rose

        Senior Client Associate

        • image
        • image
        • FL
        • TX

              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
              sherry.rose@ubs.com
              Sherry Rose
              4400 Post Oak Parkway,Houston,TX,77027
            • image

              Will Aigner

              Client Associate

              • image
              • image
              • image
              • TX

                    4400 Post Oak Parkway
                    17th Floor
                    Houston, TX 77027
                    will.aigner@ubs.com
                    Will Aigner
                    4400 Post Oak Parkway,Houston,TX,77027

                  Advanced Planning 2023 Guide

                  Why does A.I. in space matter?

                  Outlook on interest rates

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights