$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Harry graduated from the University of Arizona in 1983 with a Bachelor of Science in Business Administration. He lives in west Houston with his wife Toni and their three sons. He has been active in Spring Branch Sports and Boy Scouts of America. He was a member of the Chairman's Club at Merrill Lynch and a TEXAS MONTHLY 2010 FIVE STAR Wealth Manager Award winner with a focus on retirement and financial planning* for his clients.
*Financial planning services are provided in our capacity as registered investment advisors.
Education
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager