Experience

After my father retired from flying with the Air Force, he became a financial advisor. I followed in his footsteps after my US Navy experience and working for the Department of Energy for several years, continued the legacy of my father joining the financial services industry in 1994. I believe clients appreciate our timely response, knowledge of portfolios and markets and the overall approach to not just the portfolio's but our clients actual needs to include estate planning, financial planning and really spending time with overall family needs. Mostly our overall relationship along with discussing and helping with overall needs of our clients. Always being there and being responsive to clients various needs. I think the main differentiator of me and our clients is putting myself with them and their needs, understanding and relating to various situations. Performance along with the other duties we perform as advisors is important, but actually caring and building relationships outside of just UBS is very important.

After leaving my company in Ft. Worth, I moved to Corpus Christi to become a sales engineer. My advisor at Merrill Lynch said I had a knack for investing so I should meet with his manager to discuss becoming a financial advisor.  After meeting with the manager he offered me the job, I thought about why I would make the switch from something I was very good at to something I would need to learn from scratch.  Opportunity accepted! I love to challenge myself and the thought of learning new things and using them to help others achieve their financial goals fit what I like to do which is to help people.

Whether in my previous career or in my present career, people seemed to pick up very quickly that I am genuine and that my main objective is to help them achieve their goals rather than promote mine.  I have had the privilege to work with the parents, their children and now their grandchildren in my 25 years and that gives me great satisfaction. After a while, they understand that achieving their objectives is all that matters to me.  Not just managing risk, but building a financial plan so we have a road map, helping them with their estate planning issues, and being proactive when things change.  The greatest compliment that my clients give me is when they refer their children to me and ask me to help them.  That is legacy wealth, a motivation to keep doing what I am doing and always strive to be better.

My clients like that I approach the business with the idea there is always something to learn.  I’ve obtained the professional CFP designation. I am continuously doing research and have the ability to convey it to them in an understandable manner.  My clients can find me at the pool being a USA swim and UIL Deck Referee or the swim meets I officiate.  As a Master Gardener, I also educate people in Texas on responsible organic gardening.  I am passionate about serving people, whether we are in the garden, pool or the conference table.

With over four decades of experience in investments and wealth planning, I have had the privilege of guiding individuals, families, business owners and fiduciaries through every stage of their financial journeys.  Since beginning my career in 1981, I’ve remained with the same firm—an enduring commitment that reflects both my dedication to clients and my pleasure in helping people build, protect and transfer wealth with confidence.

I take pride in developing lasting relationships and creating tailored strategies that align with each client’s unique goals and values.  Backed by my firm’s extensive resources and capabilities, I’m able to offer highly customized solutions that adapt to evolving needs and complex financial situations. Whether navigating market cycles, planning for retirement, or preparing for the next generation, my approach is rooted in trust, clarity and an understanding of what matters most to those I serve.

When I’m not working, you’ll most likely find me enjoying time with family and friends—usually gathered around a grill with good food, music and great conversation.

Paul Lewis, CFP®, is a Financial Advisor with UBS who brings more than a decade of wealth management experience serving a diverse client base, including current and former U.S. military members, federal employees, professionals, families, and retirees. He specializes in helping clients navigate complex financial decisions through personalized, fee-based financial planning and advice.

 Paul’s methodology centers on comprehensive, goals-based planning that integrates retirement and income strategies, investment management, tax-efficient planning, risk and insurance analysis, and estate planning. He views financial planning as an ongoing process—not a one-time event—regularly reviewing and refining strategies to align with each client’s evolving goals, lifestyle, and legacy objectives. 

A key area of focus in Paul’s practice is helping clients successfully transition from wealth accumulation to preservation and distribution. He recognizes that the emotional and behavioral aspects of financial decision-making can be just as important as the numbers, particularly during retirement and other major life transitions. Through a disciplined and client-centered approach, he helps individuals and families build confidence in their financial future while creating more time to focus on what matters most.

Outside of his professional life, Paul enjoys spending time with his family, participating in his church community, fishing, woodworking, cooking, hiking, and traveling.

Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 12 years of industry experience as a Registered Representative and Regional Advisory Consultant.

Soon after receiving her Bachelor of Business Administration degree in Finance from Texas State University in 2011, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7, 63, & 66). Before joining UBS in 2015 as Senior Registered Client Associate, she worked in different roles in the financial services industry including as a Registered Representative and Regional Advisory Consultant. With a detail-orientated focus on service and support, Allie works closely with clients to manage all aspects of their relationship with UBS.

Allie was born and mostly raised in San Antonio. In her free time, Allie enjoys dancing, fostering animals, reading thriller novels, & traveling. 

Carmen Garcia is a Senior Client Associate with UBS Financial Services, where she partners with Financial Advisors serving clients in the Corpus Christi and San Antonio markets. In addition to supporting advisors and their clients, she oversees branch operations for the Corpus Christi office, helping ensure a seamless client experience and efficient day-to-day operations.

A lifelong Corpus Christi resident, Carmen spent several years traveling throughout Europe with her husband during his military career before joining UBS. She has been a valued member of the firm for more than 15 years and is known for her dedication to client service, operational excellence, and team support.

Outside of work, Carmen enjoys fishing, hunting, sewing, and cheering on the San Antonio Spurs and Dallas Cowboys. She treasures time spent with her husband of 45 years, their three children, and fifteen grandchildren.

Alexandra Miller joined UBS after a successful 15-year career in healthcare, where she practiced as both a Registered Nurse and Nurse Practitioner. Throughout her career, she developed a passion for caring for others, building trusted relationships, and helping individuals navigate important life decisions.

Inspired by the opportunity to continue serving others in a different capacity, Alexandra made the intentional decision to join her father, a Financial Advisor with more than 25 years of experience. As a Client Associate with Anchor Wealth Management, she is committed to providing exceptional client service while working alongside her father and pursuing her own path to becoming a Financial Advisor.

Alexandra believes that financial well-being is an important part of overall health and is passionate about helping clients feel confident and cared for as they work toward their financial goals. Her healthcare background provides a unique perspective rooted in compassion, attention to detail, and a genuine commitment to improving the lives of others.

Outside of the office, Alexandra enjoys spending time with her husband, son, daughter, and two dogs. Whether they're cooking together, enjoying movie nights, or playing games as a family, she cherishes opportunities to create lasting memories. Alexandra is proud to be part of the Anchor Wealth Management team and looks forward to serving clients and the community for years to come.