Fishbein Financial Group
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Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Barnet Fishbein

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.

Registered States:
  • 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

Barnet Fishbein

Education

  • University of Texas
  • University of Houston

Credentials

  • Portfolio Manager

Barnet Fishbein

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Barnet Fishbein

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.

Registered States:
  • 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

Education

  • University of Texas
  • University of Houston

Credentials

  • Portfolio Manager
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

barnet.fishbein@ubs.com
Barnet Fishbein
4400 Post Oak Parkway,Houston,TX,77027

Carly Pappert

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.

Carly Pappert

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Carly Pappert

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.

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

carly.pappert@ubs.com
Carly Pappert
4400 Post Oak Parkway,Houston,TX,77027

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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