Wealth advice that helps inspire confidence

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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.

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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.

  • David Aigner Profile Photo

    David Aigner, CFP

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
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    David has been in the financial services industry for over 40 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. 

    • University of Washington, B.A. Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
  • Christopher Perry Profile Photo

    Christopher Michael Perry

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • 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 25 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.

      • University of Houston, B.B.A. Finance
      • Senior Portfolio Manager
      • Wealth Advisor
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
    • Tracy Longstreet Profile Photo

      Tracy Marie Longstreet

      Senior Client Associate

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      • TX

      Tracy joined the group in 1998. She has extensive knowledge in client operations and is dedicated to providing exemplary service to our clients. Tracy has over 35 years of industry experience and holds her Series 7 and 63 licenses. She and her husband Mark have have two children; Claire and Cole.

            4400 Post Oak Parkway
            17th Floor
            Houston, TX 77027
          • Barbara Shepherd Profile Photo

            Barbara Ann Shepherd

            Senior Client Associate

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            • TX

            Barbara joined the group in 2002. She graduated from Spelman College in Atlanta, GA with a B.A. in Economics. She has 31 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

              The circular economy: What is it?

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              Retirement planning

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              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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