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
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    • CA
    • CO
    • FL
    • GA
    • IA
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    • LA
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    • NC
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    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.

          4400 Post Oak Parkway
          20th Floor
          Houston, TX 77027
        • Mike Hood

          Michael Hood

          Senior Vice President

          Financial Advisor

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          • AL
          • AR
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          • CA
          • CO
          • FL
          • GA
          • IA
          • IL
          • KS
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          • LA
          • MA
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          • NC
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          • NJ
          • NM
          • NV
          • NY
          • OK
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          • 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.

                4400 Post Oak Parkway
                20th Floor
                Houston, TX 77027
              • Christina Sonnier Smith

                Christina Sonnier Smith

                Authorized Officer

                Team Administrator

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                • AR
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                • GA
                • IL
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                • KY
                • LA
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                • NM
                • NV
                • NY
                • OK
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                • TX
                • WA

                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
                    • Mary Herbert

                      Mary 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.

                            4400 Post Oak Parkway
                            20th Floor
                            Houston, TX 77027

                          The Year Ahead - Sustainable Investing

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager