Keep on track with the right financial advice

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Joe joined UBS formerly Paine Webber in 1999 and is a seasoned professional with 33 years of experience in the financial services industry. He offers his clients a comprehensive wealth planning relationship including integrating corporate benefit stock and options.

Joe has a B.A. in Finance from Southeastern La. University where he achieved the distinct honor of Academic All American in collegiate golf.  He obtained the accredited Certified Private Wealth Advisor, an advanced professional certification for advisors who serve high net worth clients. He also sits on the advisory panel for the BAUER College of Business - University of Houston.

Over the course of his career, he has focused his practice on advice and planning.  His wealth management process is designed to address and align a client's life goals with their unique needs.

When Joe is balancing his work/personal life he enjoys fitness, golf and RV traveling with his wife, Teresa and their 4 rescue dogs. He is a member of Tallowood Church where he has served in the Celebrate Recovery ministry for the past 10 years.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 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.

• Southeastern La. University, B.A. in Finance

• Wealth Advisor

• AZ
• CA
• FL
• MD
• NJ
• OK
• PA
• TN
• TX
• UT
• VA

David has been with UBS since 2004, servicing corporate stock benefit plans and employees as well as high net worth families.  He has spent the majority of his career developing, implementing, and monitoring personalized concentrated equity risk strategies and asset allocation programs for corporate executives in concert with their financial goals.

David believes customized financial planning is the keystone to delivering personalized wealth management strategies that help our clients meet liquidity needs, address the challenges of longevity, and consider the legacy they will leave to the next generation and their communities.

David is a graduate of Brown University and the University of Texas, earning a BBA in Economics and an MBA in Marketing.   He was an All-Ivy League football selection and a member of Sigma Chi.  He was selected to participate in the Epson Ivy Bowl in Tokyo, Japan.  David is a past President of the Brown Alumni Club of Houston.  He plays tennis competitively as a member of the Houston Racquet Club.  David resides in Houston and enjoys spending time with clients and attending Clemson football games where his daughter Sara Cate attends college.

• University of Texas
• Brown University

• Corporate Stock Benefit Consultant

Jahaira is an integral part of The DePaula Wealth Management Group, responsible for managing team operations, client requests and account administration.  Jahaira strives to deliver personalized service and solutions, with the overall goal of exceeding client expectations.  She is committed to building lasting relationships and will support you and the team through your financial journey.  Jahaira came to us from Morgan Stanley where she started her career in 2015 as the receptionist. Within the first 6-months, she transitioned from receptionist to CSA for an International team. In 2022 she joined The DePaula Wealth Management Group, working alongside Joe DePaula, Emily Huynh and David Cromack. Some of the things she enjoys doing are reading, traveling and taking her dogs on different park adventures.