Lasting relationships. For all that matters

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Barnet Fishbein

    Barnet Fishbein

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WY

    I have been a financial advisor for over 35 years focusing on financial planning and investments for individuals.  My entire investment career has been served at UBS and its predecessors.  Prior to the financial services industry, I worked for a national CPA firm in their tax department. I also enjoy teaching about investing, with a passion for educating college students on the values and strategies of investing. I was born and raised in Houston, graduated from University of Texas in business, and have a law degree from University of Houston.

      • University of Texas
      • University of Houston
      • Portfolio Manager
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
      barnet.fishbein@ubs.com
      Barnet Fishbein
      4400 Post Oak Parkway,Houston,TX,77027
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      Carly Pappert

      Client Associate

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              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
              carly.pappert@ubs.com
              Carly Pappert
              4400 Post Oak Parkway,Houston,TX,77027
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Fausto

            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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