The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Young woman sitting with iPad

M. Ann Page, CPWA, CIMA, CEPA, CRPC

Executive Director

Assistant Market Head

M. Ann Page has over 40 years of experience in Financial Services and Wealth Management and became the Assistant Market Head for the South Texas Market in 2020. Prior to her current position, she was the Divisional Business Manager for the Texas Rockies Pacific Division, Assistant Market Head for the Houston Market, and the Assistant Complex Director for the Houston River Oaks Complex and Branch Manager for The Woodlands and Greenspoint offices. Ann began her career with PaineWebber Jackson & Curtis in New York, New York in 1980. While in NY, she designed and launched PaineWebber's custodianship and trust company as well as held the position of Divisional Equity Sales Manager. In 1990, Ann became one of the first female managers in the field for PaineWebber. 

Ann earned her Certified investment Management Analyst (CIMA®) designation in 2002 and her Chartered Retirement Planning Counselor (CRPC®) designation in 2010, and both her Certified Private Wealth Advisor (CPWA®) designation and Certified Exit Planning Advisor (CEPA®) designation in 2018. In 2012, she was named "One of the Top 100 Branch Managers" by On Wall Street magazine. 

She received her Bachelors of Fine Arts (BFA) from Missouri State University. Ann is an avid long distance runner and coach and has completed a full marathon in all 50 states. Ann is  a member of the Board of Directors for the Houston Livestock Show and Rodeo and a long time volunteer.  She is also a Trustee for Missouri State University's Foundation.

She is FINRA Series 3, 7, 8, 63, and 65 licensed as well as Texas Life, Health, and Long Term Care licensed.

Registered States:
  • AR
  • AZ
  • CA
  • DC
  • FL
  • GA
  • MO
  • NM
  • PA
  • TN
  • TX
  • VA

Education

  • Bachelor of Fine Arts, Missouri State University

Credentials

  • Certified Private Wealth Advisor®
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
  • (713) 940-2844

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights