A plan for today, tomorrow and generations to come

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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.

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    James Bevill, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • IL
    • KY
    • LA
    • MI
    • NM
    • NY
    • OK
    • OR
    • TX
    • VA
    Jim began his career at Merrill Lynch in 1984 and joined UBS as a First Vice President-Investments at the River Oaks office in 2008. He combines strong fundamental and technical analysis of equities with a hands-on approach to portfolio management and attributes much of his success to being an active listener of client concerns. A native Houstonian, Jim earned a B.S. in Finance (Magna Cum Laude) from the University of Houston-Clear Lake, is a Chartered Retirement Planning Counselor and holds the Portfolio Management Program Financial Advisor designation from UBS Financial Services.

      • University of Houston-Clear Lake, B.S. in Finance
      • Chartered Retirement Planning Counselor℠
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
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      Mary Bevill

      First Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • FL
      • NM
      • OK
      • OR
      • TX
      Jodie has been helping clients with their financial goals since she became a financial advisor at Merrill Lynch in 1995. She earned a reputation for her expertise in financial planning with an emphasis on retirement and income planning strategies and was recognized by Merrill Lynch when she was selected to be on the Financial Advisor Retirement Board in 2002 with just over 50 other advisors from across the country. Jodie joined UBS in November, 2008 to form the Bevill Wealth Management Group where she focuses on the needs of individuals, families, business executives and professionals.

          • Chartered Retirement Planning Counselor℠
          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027

        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.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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