Family. Wealth. For Generations.

Brad Bishop

Managing Director–Wealth Management

Portfolio Manager

Registered States:
  • AK
  • AL
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • KY
  • LA
  • MA
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • RI
  • TN
  • TX
  • VA
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • 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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.B.A. - Finance, University of Louisiana Monroe

Credentials

  • Portfolio Manager

Multi-generational families
Financial planning
Investing
Asset allocation
750 Town and Country Blvd
Suite 400
Houston, TX 77024
  • (713) 965-8150

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Who we work with

Who we work with

Multigenerational families

Multigenerational families

A team approach

A team approach

Insights

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022