Keep on track with the right financial advice

The Team

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Three people sitting in office

Pursuing your goals together

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.

  •  Joseph DePaula

    Joseph Depaula

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • FL
    • ID
    • IL
    • IN
    • KS
    • LA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    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, 2022The 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
    750 Town and Country Blvd
    Suite 400
    Houston, TX 77024
  • David Cromack

    David Cromack

    Wealth Strategy Associate

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    • 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 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.   David is a past President of the Brown Alumni Club of Houston.  He plays tennis competitively as a member of the Houston Racquet Club.  He and his daughter Sara Cate reside in Houston.

      • University of Texas
      • Brown University
      • Corporate Stock Benefit Consultant
      750 Town and Country Blvd
      Suite 400
      Houston, TX 77024
    • Emily Huynh

      Emily Huynh

      Financial Advisor

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      • AR
      • AZ
      • CA
      • FL
      • LA
      • MD
      • MI
      • NJ
      • OK
      • OR
      • TN
      • TX
      • VA

      Emily Huynh has over 18 years of professional experience in the financial industry. A native Houstonian, Emily graduated from the University of Houston-the Bauer College of Business School in 2005 with double Bachelor degrees in Finance and Marketing. Emily resides in Pearland with her husband and two daughters. She spends her free time as a volunteer Vietnamese teacher at Khai Tri Academy. She also enjoys traveling with her family and jogging on the trail.

      Emily works with a team of 4 and they have a combined experience of over 60 years of serving high net worth clientele. Her team uses specialize approach and customize financial plans through comprehensive planning that seek to optimize the unique goals of each of their clients.

      Emily helps address concerns and provides guidance in retirement and financial planning, estate and legacy planning, insurance and annuity products, lending solutions, education funding, asset preservation and protection strategies. Emily and her team of UBS professionals also focus on helping small business owners maximize in the growth of their businesses as well as providing an exit strategy through comprehensive wealth management for the next chapter of their lives.

      Listening is the key aspect to ensure that her team vision aligns with clients’ dreams. Emily strongly believes in the importance of trust, accountability, and transparency.  Her goal is to make clients feel confident, self-assured, and empowered working with UBS. Emily believes in providing quality work that result in word-of-mouth referrals.

        • University of Houston-the Bauer College of Business School, Double Bachelor Degrees in Finance and Marketing
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024

        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

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