Steadiness

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.

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.

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.