Global access. Strategic solutions.

Private Wealth Management

Suspension bridge

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

person a top mountain

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.

  • Michael Green Profile Photo

    Michael Green

    Senior Vice President

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
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    • TN
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    • VA
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    • WY

    Mr. Green is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston. Previously, he was a Director in the Houston Private Banking North America business of Credit Suisse Securities. Michael began his career in 1996 as a Personal Business Manager for Austin Entrepreneur, Lowell Lebermann, and later as a research analyst for a Dallas based hedge fund. He received both a BBA and an MBA in Finance from the University of Texas at Austin.

      • University of Texas at Austin, BBA
      • University of Texas at Austin, MBA in Finance
      • Senior Portfolio Manager
      4400 Post Oak Parkway
      20th Floor
      Houston, TX 77027
    • Michael Hood Profile Photo

      Michael Hood

      Senior Vice President

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IA
      • IL
      • KS
      • KY
      • LA
      • MA
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OK
      • SD
      • TN
      • TX
      • VA
      • WA
      • WY

      Mr. Hood is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston, he has over 40 years experience in the investment industry. He graduated from the United States Military Academy, West Point, N.Y. and holds an MBA from Columbia University. After leaving West Point, he served two combat tours in South Vietnam as an infantry officer and was awarded a Silver Star. Previously he was a director in the Houston Private Banking North America business of Credit Suisse Securities. Before that, he spent 20 years in the Private Client Group at Goldman Sachs in Houston. In addition to his current duties, he serves as Civilian Aide to the Secretary of the Army. Mr. Hood also serves on the board of The TRIAD Foundation, a fund dedicated to the assistance of Iraq and Afghan veterans and their families in Texas through the Dallas Foundation.

        • United States Military Academy, West Point, N.Y
        • Columbia University, MBA
          4400 Post Oak Parkway
          20th Floor
          Houston, TX 77027
        • Christina Smith Profile Photo

          Christina Sonnier Smith

          Authorized Officer

          Team Administrator

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • KS
          • KY
          • LA
          • MA
          • MT
          • NM
          • NV
          • NY
          • OK
          • SD
          • TX
          • WA

          Mrs. Sonnier has been in the financial services industry for 19 years. She began her career as a Branch Office Administrator with UBS Financial Services in Lafayette, LA, after receiving a Bachelor's Degree in Finance from the University of Louisiana at Lafayette in 2003. Shortly after moving to Houston in 2012, she joined our team at Credit Suisse as a Registered Associate where she managed all administrative and operational functions. After the team's move to the Private Wealth Management division of UBS in 2015, she assumed the role of Team Administrator overseeing daily operations and portfolio management.

            • University of Louisiana at Lafayette, Finance
              4400 Post Oak Parkway
              20th Floor
              Houston, TX 77027
            • Mary Herbert Profile Photo

              Mary B. Herbert

              Client Associate

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              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IL
              • KS
              • KY
              • LA
              • MA
              • MT
              • NM
              • NV
              • NY
              • OK
              • SD
              • TX
              • WA

              Ms. Herbert began her career in Private Wealth Management when she joined our team as a Client Service Associate in 2016. Her focus is on client reporting and business development as well as clients' day-to-day operational requests. Previously she worked in Retail Property Management at Weingarten Realty Investors. Mary received a Bachelor of Science from the University of Texas at Austin in 2004.

                • University of Texas at Austin, B.S.
                  4400 Post Oak Parkway
                  20th Floor
                  Houston, TX 77027

                Private Wealth Management

                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                Executive decisions

                Executive decisions

                Advice for business owners and entrepreneurs

                Advice for business owners and entrepreneurs

                Family offices

                Family offices

                Backed by the strength of UBS

                A global leader in wealth management

                Global leader

                UBS is a world-leading wealth manager

                Financial strength

                Driving confidence.
                Aa3 (stable) Moody’s
                A+ (stable) Standard & Poor’s

                UBS AG, long-term senior secured debt rating. As of 11/23/2021

                Best

                Global private bank services, 2016-2022
                Euromoney Private Banking and Wealth Management Survey, 2022

                Insights