Experience

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.

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.