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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Managing Director–Wealth Management
Liz has spent the last three decades with UBS, where she has cultivated a specialization in private clients, their families and their foundations. She was selected to serve on the UBS Financial Advisor Advisory Council for three years and served on a UBS Strategic Planning Committee. She also participates in an ongoing research panel at the University of Texas.
Liz holds Series 7, 65 and 66 securities licenses and is accredited to offer insurance. Liz has appeared on the Houston edition of CNBC’s "Street Signs" and in the Barron’s video, "How to Smooth the Market Roller Coaster." She has received the Women’s Leadership Award for the Texas region and is a member of the UBS Chairman’s Council.
Liz is a native Houstonian with a B.B.A. in finance from the University of Texas. She is married and has two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
Liz has spent the last three decades with UBS, where she has cultivated a specialization in private clients, their families and their foundations. She was selected to serve on the UBS Financial Advisor Advisory Council for three years and served on a UBS Strategic Planning Committee. She also participates in an ongoing research panel at the University of Texas.
Liz holds Series 7, 65 and 66 securities licenses and is accredited to offer insurance. Liz has appeared on the Houston edition of CNBC’s "Street Signs" and in the Barron’s video, "How to Smooth the Market Roller Coaster." She has received the Women’s Leadership Award for the Texas region and is a member of the UBS Chairman’s Council.
Liz is a native Houstonian with a B.B.A. in finance from the University of Texas. She is married and has two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
