Retirement planning. It's about time.

Chess pieces on a chessboard

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Craig Hottell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Careful management of assets if extremely important. Thus, your financial goals form the core of our approach to developing a thorough and systematic wealth management analysis and plan. As a Portfolio Manager, Craig focuses on fulfilling your needs and creating a consolidated plan. He uses both established and nontraditional approaches to manage the wealth of high-net worth individuals, executives, business owners, families, and foundations. Our relationship embodies your vision, allowing the family to prosper across generations and build a legacy.

        • Portfolio Manager
        200 Concord Plaza Drive
        Suite 300
        San Antonio, TX 78216
        craig.hottell@ubs.com
        Craig Hottell
        200 Concord Plaza Drive,San Antonio,TX,78216
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        Allie Segura

        Senior Client Associate

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        • CA
        • CO
        • CO
        • CT
        • DC
        • DC
        • FL
        • GA
        • ME
        • MI
        • MO
        • MS
        • NJ
        • NM
        • NY
        • TX
        • WA

        Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 5 years of industry experience as a Registered Representative and Regional Advisory Consultant. Soon after receiving her Bachelor's of Business Administration degree in Finance from Texas State University, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7, 66, & 63). With a focus on service and support, Allie works closely with Craig to manage all aspects of the client relationship.

          • Texas State University, Bachelor's of Business Administration Degree in Finance
            200 Concord Plaza Drive
            Suite 300
            San Antonio, TX 78216
            alexandria.segura@ubs.com
            Allie Segura
            200 Concord Plaza Drive,San Antonio,TX,78216

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