Executive wealth solutions

Lift ascending the mountains

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Mountaintop

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.

  • Mike Green

    Michael Green

    Senior Vice President

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • 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.

        4400 Post Oak Parkway
        20th Floor
        Houston, TX 77027
        mike.green@ubs.com
        Michael Green
        4400 Post Oak Parkway,Houston,TX,77027
      • Mike Hood

        Michael Hood

        Senior Vice President

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MI
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • 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 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.

        • 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.

            4400 Post Oak Parkway
            20th Floor
            Houston, TX 77027
            mike.hood@ubs.com
            Michael Hood
            4400 Post Oak Parkway,Houston,TX,77027
          • Christina Sonnier Smith

            Christina Sonnier Smith

            Authorized Officer

            Team Administrator

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            • AR
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            • FL
            • GA
            • IL
            • IN
            • KY
            • LA
            • MA
            • NM
            • NV
            • NY
            • OK
            • SC
            • TX

            Mrs. Sonnier has been in the financial services industry for 16 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.

                  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

                  Mary Herbert

                  Client Associate

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                  • AR
                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • IL
                  • IN
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                  • 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.

                        4400 Post Oak Parkway
                        20th Floor
                        Houston, TX 77027
                        mary.herbert@ubs.com
                        Mary Herbert
                        4400 Post Oak Parkway,Houston,TX,77027

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                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

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