Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Employees at warehouse

Casey Schurwon, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Our goal is to make sure that our clients achieve their financial goals and dreams. For most clients this entails --- accumulating assets for their children's college education, starting new businesses, accumulating wealth for retirement and transferring assets to family and charities. We believe that it is important for each client to have their own unique financial plan that is reviewed on a consistent basis to keep us on track for achieving our goals.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • IL
  • KY
  • LA
  • MA
  • MI
  • NC
  • NY
  • OK
  • PA
  • TX
  • VA
  • WA
  • WI

Education

  • B.B.A. in Finance, Texas Tech University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
  • (281) 362-6380

Email Me

The Year Ahead - Sustainable Investing

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

Insights