Let's move forward. Together.

Wendy Nobles

Senior Vice President–Wealth Management

Financial Advisor

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

California insurance license #0N04525

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • TN
  • TX

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

Email Me

wendy.nobles@ubs.com
Wendy Nobles
3450 Dowlen Road, Suite A,Beaumont,TX,77706

Gretchen Hargroder

Vice President–Wealth Management

Financial Advisor

Drawing on my experience and knowledge, I offer an unparalleled level of Wealth Management advice and personalized service. I also work closely with my clients to develop investment strategies tailored to their needs. This ensures I have a thorough understanding of my clients objectives, and that they have realistic expectations and a clear understanding of the risks and rewards inherent to their investments.

Registered States:
  • AK
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IN
  • LA
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • TN
  • TX

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

Email Me

gretchen.hargroder@ubs.com
Gretchen Hargroder
3450 Dowlen Road, Suite A,Beaumont,TX,77706

Heather Marie Cravy

Financial Advisor

Heather Cravy was promoted in 2020, from a Senior Registered Client Service Associate to a Wealth Strategy Associate. Prior to joining UBS Financial Service, Inc., she was a registered client associate with Merrill Lynch in Beaumont, Texas. Heather works with clients on setting up banking services and handling daily account activity. Heather has a bachelor's degree in General Business from Lamar University.

Registered States:
  • AK
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • TN
  • TX

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

Email Me

heather.cravy@ubs.com
Heather Marie Cravy
3450 Dowlen Road, Suite A,Beaumont,TX,77706

Caitlin Danea Lafluer

Client Associate

Caitlin Lafluer is a Client Service Associate. She joined UBS in January, 2020. She works with clients doing banking services and account activities whilst taking directions from Wendy Nobles, Gretchen Hargroder, and Heather Cravy. Caitlin plans on pursuing a career in finance and has taken classes at Lamar University. She also plans on pursuing professional licensing through UBS.

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

Email Me

caitlin.lafluer@ubs.com
Caitlin Danea Lafluer
3450 Dowlen Road, Suite A,Beaumont,TX,77706