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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
