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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    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    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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      • AR
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      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

        Focus on liquidity management

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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        As of 11/07/2023

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