$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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