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$5+ trillion
In invested assets globally
As of 11/07/2023
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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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
