Family. Wealth. For Generations.

Brad Bishop

Senior Vice President–Wealth Management

Portfolio Manager

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

Recognized as an industry leader:

  • 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
Your goals are the starting point
Financial planning
Investing
750 Town and Country Blvd
Suite 400
Houston, TX 77024
  • (713) 965-8150

Email Me

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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