A plan for today, tomorrow and generations to come

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  •  Brian Richard Dodson

    Brian Dodson

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • MA
    • MI
    • NE
    • NH
    • OK
    • TX

    Brian was born in Bryan, Texas and spent his formative years in Sweeny, Texas graduating from Sweeny High School in 1969, Summa Cum Laude. In 1973 he earned his BS degree in Mathematics from Southwest Texas University in San Marcos, Texas.

    Brian has been in the investment industry for over 12 years and holds the CFP (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Plan Counselor)

    He is very active in area organizations and church groups. He is a Life Member of the Houston Livestock Show and Rodeo where he has served on the Corral Club Committee since 1989. Brian is a Life Member and Past President of the Alief Jaycees. He is also a Life Member of Theta Xi Fraternity.

    Brian is a member of St. Catherine of Sienna Episcopal Church in Missouri City, Texas where he is very active. He has served or is currently serving as a Member of Bishops Committee/Vestry. He has been a member of the Episcopal religion all his life and was the Vice-President of the Diocese of Texas Episcopal Young Churchmen in 1969. He was licensed as a Layreader at the age of 17 years.

    He is very active in Freemasonry where he has served as the head of five different lodges and as the Grand Master of the State of Texas in 2006.

    He is married with four children and resides in Missouri City, Texas.

      • Southwest Texas University in San Marcos, Texas, BS Degree in Mathematics
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor
      15958 City Walk
      Suite 240
      Sugar Land, TX 77479
      brian.dodson@ubs.com
      Brian Dodson
      15958 City Walk,Sugar Land,TX,77479
    • Patrick Lovitt
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        Patrick served in the military for 21 years. He enjoyed taking care of people and actively using strategy to achieve our nation's goals and felt that becoming a Financial Advisor would be another challenging and rewarding way to serve. As a Financial Advisor at UBS and member of the Dodson Lovitt Financial Group, he helps people who are Business Professionals well as those looking towards retirement planning with their financial lives to free them up to be creative and successful in their personal and professional lives.

        Patrick focuses on understanding personal goals — where our clients want to go in life and what they want to achieve. He works for our clients as he would for his own family and aims to build lasting, meaningful relationships based on trust, integrity, and impeccable client service. He works as the personal trusted advisor to help them achieve true financial independence. He believes in building relationships for the long-term and bringing individuals closer to reaching their main life ambitions.

        Capabilities to impact your life and wealth

        He delivers comprehensive wealth management and focus on these areas:

        – Longevity planning, including retirement income and insurance planning

        – Wealth and asset accumulation strategies, including diversification, capital preservation, and money management

        – Wealth transfer strategies, including inheritance and business succession planning

        – Life transition planning for marriage, divorce or loss of a loved one

        – Legacy building strategies to help you decide what your vision will be for your future and those things that mean the most to you

        My professional achievements and education

        – Retired from the US Navy after 21 years of service (1993-2014)

        Making a difference in my community

        – I am very active in Freemasonry where I currently serve in both the Blue Lodge and the Ancient and Accepted Scottish Rite.

        - I am active in Veterans groups, specifically those focused on PTSD

         

            • Rae Stuard

              Rae "Rae Ann" Stuard

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • FL
              • MI
              • TX

              Rae Ann is a Sr. Client Services Associate and has been in the financial services industry for over 20 years, all with UBS Financial Services. She has her Series 7 and 63 licenses. She lives with her family and two Labrador Retrievers in Needville.

                    4400 Post Oak Parkway
                    17th Floor
                    Houston, TX 77027
                    raeann.stuard@ubs.com
                    Rae "Rae Ann" Stuard
                    4400 Post Oak Parkway,Houston,TX,77027

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                  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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