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Elizabeth Gillean Lockwood

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

  • Barron's Hall of Fame, 2019
    The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

  • B.B.A. Finance, University of Texas

Credentials

  • Senior Portfolio Manager
  • Private Wealth Advisor
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
  • (713) 940-2821

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