Lasting relationships. For all that matters

Boardwalk along the ocean

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.

Two people cleaning beach

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

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • 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
      4400 Post Oak Parkway,Houston,TX,77027
    • Allison Finley Cloud

      Allison Finley Cloud

      Client Associate

      • image
      • image
      • image
      • TX

      Allison brings over 20 years of financial and client services experiences-- beginning with JP Morgan, where she worked with both institutional Trust and Private Bank Clients. She has worked at UBS for over ten years and enjoys helping clients with daily account needs, executing trades and solving problems. Allison is dedicated to service excellence.

      Allison earned a B.A. in Economics from the University of Texas at Austin. She holds the Series 7 65 and 66 licenses. Allison lives in Katy with her husband Paul and three sons- Ethan, Austin and Mason.

        • B.A. in Economics, University of Texas at Austin
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024

          Allison Finley Cloud
          750 Town and Country Blvd,Houston,TX,77024

        Why does A.I. in space matter?

        Outlook on interest rates


        UBS and Credit Suisse—stronger than ever

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager