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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Crystal Maxwell

    Crystal Maxwell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • FL
    • GA
    • ID
    • IL
    • MA
    • MN
    • NM
    • OR
    • RI
    • TX
    • VA
    • WA

    You can think of Crystal as your financial navigator. Since 2003, she has been utilizing a structured two part process that allows her clients to always have their bearings. 

    • The first step is to create a map that shows both your current position and your desired future destinations.  This is the step where you map out what is important to you, what you want to achieve, and what role your wealth plays in your goals. 
    • The second step of her process is creating and implementing an investment strategy to steer you towards those destinations. 

    Her investment decisions are guided by Modern Portfolio Theory coupled with real world experience, and are always backed up with vigorous research. She uses the vast information and resources available at UBS like a compass to steer you through your journey. While underway there will be smooth sailing times, full steam ahead times, and probably some batten down the hatches times, too. Like any good captain, though, Crystal has a strong crew at UBS backing her up to help make tactical shifts when needed. Specialists in planning, lending, equity research, insurance and more are always available.

    Crystal was raised in Saudi Arabia as an "oil brat." While growing up as an ExPat she learned to sail and scuba dive, and she fell in love with traveling. Exploring different cultures developed her global perspective that helps shape her investment recommendations even today. She moved back to the States for college and earned her Bachelor degree from the University of Houston and then her Master degree from Rice University. As someone who values education, Crystal quickly went on to earn the two most prestigious designations in her industry: the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, and the Certified Investment Management Analyst® (CIMA) designation. Crystal has also gone through specific training at UBS to become a designated Wealth Advisor. 

    In addition to her career, Crystal believes in giving back to her community. She is a member of the Trailblazer Committee of the Houston Livestock Show and Rodeo, and serves on the Executive Committee for the St. Anne Catholic School Foundation Board. Additionally, she created and oversees her family's private foundation, The Trinity Charitable Foundation, to further her philanthropic commitment to the community. In her free time you'll likely find her and her husband two-stepping across the floors of old Texas dance halls, or exploring far off parts of the globe.

      • University of Houston, Bachelor Degree
      • Rice University, Master Degree
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Wealth Advisor
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027

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