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
  • 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

Allison Finley Cloud

Client Associate

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.

Registered States:
  • TX

Education

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

Email Me

allison.cloud@ubs.com
Allison Finley Cloud
750 Town and Country Blvd,Houston,TX,77024