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
  • AR
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • IL
  • KS
  • KY
  • LA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NM
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • 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

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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