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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.

  • Ozzie-Bauer

    Ozzie Bauer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • MI
    • NC
    • NH
    • NY
    • OH
    • PA
    • TN
    • TX
    • UT
    • WA
    • WI

    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
        750 Town and Country Blvd
        Suite 400
        Houston, TX 77024
      • Deborah-Bauer

        Deborah Bauer

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MI
        • NC
        • NH
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        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.

          • Texas Tech University, BBA
          • Senior Portfolio Manager
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024
        • Cris-Cantu

          Cristobal "Cris" Cantu

          Senior Client Associate

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          • FL
          • TX

          Cris Cantu is a Senior Registered Client Service Associate. He joined The Bauer Group at UBS in 2016 and is responsible for supporting Debbie and Ozzie Bauer and David Thompson in their daily activities, team administration and operations and assuring that the client experience they provide is positive, seamless and rewarding.

          Beginning his financial services career in 1998 with Smith Barney & Co., Cris obtained a General Securities Series 7 license and supported financial advisors in his position as Client Service Associate. He gained further experience working with bank trust departments and money management clients both through Smith Barney’s institutional equity department and with Stark Capital Management, where he assisted with trading, trade reconciliation and research.

          Originally from South Texas, Cris is a graduate of the University of Houston with a BBA in Finance. During his free time, Cris enjoys playing golf, bowling, pool, traveling, and fostering dogs for K-9 Angels.

            • University of Houston, BBA in Finance
              750 Town and Country Blvd
              Suite 400
              Houston, TX 77024

            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.

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            As of 06/30/2022

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