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Ozzie Bauer is a Senior Vice President and Financial Advisor at UBS Financial Services in Houston, TX. As part of The Bauer Group, which he formed along with his wife, Debbie, in 2004, Ozzie works with clients to help them set goals, define what their needs are, and provide financial advice before customizing their investment portfolios.   

As a young man, growing up in Queens, NY, Ozzie had a fascination for Wall Street. He earned a BBA from the University of Texas at El Paso, and began his financial services career with Bache & Co in 1975.  In addition to working as a Financial Advisor, Ozzie served over 12 years as a Branch Office Manager with E.F. Hutton and Smith Barney.

Ozzie lives in the Piney Point community where he and Debbie raised their three sons Paul, Tom, and Robert. He enjoys playing golf and attending sporting events as well as staying current on international, domestic and business news. Ozzie also contributes his time helping his wife with her charitable organizations, Ronald McDonald House and Periwinkle Foundation.

• University of Texas at El Paso, BBA

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Deborah (Debbie) Bauer is a financial advisor and Senior Portfolio Manager with The Bauer Group at UBS Financial Services in Houston, TX. In addition to managing The Bauer Group’s discretionary portfolios, Debbie is responsible for providing customized solutions to meet their clients’ growth and income needs.

Debbie’s over 30 year career in financial services began at E.F. Hutton & Co. in 1980. She became a financial advisor in 1985 after joining Rotan Mosle. Since then, Debbie has been committed to providing financial and investment advice. She formed The Bauer Group, along her husband, Ozzie Bauer in 2004. Together they made the decision to join UBS Financial Services in 2009.

Originally from Lubbock, TX, Debbie earned a BBA from Texas Tech University. She moved to Houston in 1980, married Ozzie Bauer in 1988, and together they raised 3 boys. Debbie enjoys gardening, reading, and needlepoint.  Debbie is very active in the Houston community with Houston Junior Woman’s Club, and serving on the Board of Directors for Ronald McDonald House Houston and the Periwinkle Foundation.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024The 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.

• Texas Tech University, BBA

• Senior Portfolio Manager