Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Client Associate
Carly joined UBS in 2024. She graduated from Texas A&M University with a Bachelor of Science. Carly has her SIE and working on her Series 7 and 66 licenses. She lives in Houston with her husband, J.R. and their two dogs. Carly is involved with the Houston Livestock Show & Rodeo.