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
Recognized as an industry leader:
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
Let's connect
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
Recognized as an industry leader:
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
Let's connect
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.
Recognized as an industry leader:
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.
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.
Recognized as an industry leader:
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.
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.
Recognized as an industry leader:
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.
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.
Recognized as an industry leader:
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.
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.
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.
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.
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.
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