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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Executive Director
Associate Market Executive
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.
Education
Credentials
Executive Director
Associate Market Executive
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.
Education
Credentials
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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