Retirement planning. It's about time.

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.

Craig Hottell

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IN
- KS
- 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
Allie Segura

Senior Registered Client Associate
View bio
- 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

Craig Hottell

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IN
- KS
- 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
Allie Segura

Senior Registered Client Associate
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Retirement planning. It's about time.

Pursuing your goals together

Craig Hottell

Allie Segura