$7 trn
UBS Group invested assets
As of 12/31/2025
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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