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

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • WA
    • 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    mike.green@ubs.com
    Michael Green
    4400 Post Oak Parkway,Houston,TX,77027
  • Michael Hood Profile Photo

    Michael Hood

    Senior Vice President

    Financial Advisor

    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • 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 has served the past 20 years as Civilian Aide to the Secretary of the Army and continues to serve as Civilian Aide Emeritus. Mr. Hood was a founder and board member of the TRIAD Fund, a fund dedicated to the assistance of Iraq and Afghan veterans and their families in Texas through the Dallas Foundation.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

      Christina Sonnier Smith

      Authorized Officer

      Team Administrator

      • image
      • image
      • image
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • NM
      • NV
      • NY
      • OK
      • SC
      • TX

      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
          christina.sonnier@ubs.com
          Christina Sonnier Smith
          4400 Post Oak Parkway,Houston,TX,77027
        • Mary Herbert Profile Photo

          Mary B. Herbert

          Client Associate

          • image
          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • IN
          • KY
          • LA
          • MA
          • NM
          • NV
          • NY
          • OK
          • SC
          • TX

          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
              mary.herbert@ubs.com
              Mary B. Herbert
              4400 Post Oak Parkway,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.

            UBS Keys side of building

            Workplace Wealth Solutions

            Business Owner in entryway

            Advice for business owners & entrepreneurs

            Father and daughter hiking in fields

            Navigating opportunities across your enterprise

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            Global leader

            UBS is a leading and truly global wealth manager

            Financial strength

            Driving confidence.
            A-  Standard & Poor’s
            A  Fitch
            A3
              Moody’s


            UBS AG, long-term senior secured debt rating. As of 03/31/2024

            Insights