Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • William Charles Stratton

    William Charles Stratton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • LA
    • MO
    • NC
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • VT

    Bill joined UBS in 2013 after seven years with Bernstein Global Wealth Management. Throughout his career in financial services, Bill has been responsible for the design, implementation and maintenance of complex investment strategies for high-net-worth individuals and families. Bill currently serves on the boards of the Literacy Council of Fort Bend County and A Shelter for Cancer Families. Bill and his wife Lauren have three sons: Jake, Luke and Brody. Bill has a BA in economics from Hobart College in Geneva, NY.

      • Hobart College in Geneva, NY, BA in Economics
        Retirement planning
        Estate planning strategies
        Legacy planning
        Investing
        Multi-generational families
        Business owners
        750 Town and Country Blvd
        Suite 400
        Houston, TX 77024
      • Amanda Louise Evans

        Amanda Evans

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • KS
        • LA
        • MI
        • MO
        • NC
        • NV
        • NY
        • OK
        • OR
        • PA
        • TX
        • UT
        • VA

        Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.

        Amanda serves as a board member for the Women's Finance Exchange, and as a volunteer on the International Committee of the Houston Livestock Show & Rodeo. 

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        • University of Virginia, B.A. in Economics and Government
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        Legacy planning
        Multi-generational families
        Exit planning
        Business owners
        Retirement planning
        Professionals
        750 Town and Country Blvd
        Suite 400
        Houston, TX 77024
      • Allison Finley Cloud

        Allison Finley Cloud

        Client Associate

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        • TX

          • University of Texas at Austin, B.A. in Economics
            750 Town and Country Blvd
            Suite 400
            Houston, TX 77024

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