Insight-based advice

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John B. Zodrow is a Senior Vice President – Wealth Management in the Sugar Land office who joined UBS Financial Services in 2009.  John started in the financial services industry in 1985, and has attained the Certified Financial Planner and Chartered Financial Analyst designations.   A graduate of Rice University, he has a bachelor of Science and Masters Degree in Mechanical Engineering.  John concentrates his practice on allocating assets using professional money managers and managing client portfolios within the UBS Portfolio Management Program. 

John’s outside interests include playing tennis, working out, musical theater and cooking. His greatest joy is spending time with his daughters going to the gym, shopping for groceries and preparing meals.

• Rice University, Bachelor of Science in Mechanical Engineering and a Masters of Mechanical Engineering

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Wealth Advisor

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• CA
• CO
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• GA
• IA
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• KY
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• MN
• MS
• NJ
• NV
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Scott is a financial advisor and has been with UBS Financial Services for 15 years.  He started his 25 year career at Merrill Lynch shortly after graduating from the University of Texas with his B.A. in economics.  Scott takes a planning-based approach to investment management, and believes good investing comes from good planning.  He takes the time to get to know his clients’ goals to provide the investment solutions that will best meet their needs.

When he is not in the office, Scott spends time with his wife and two kids. He and his wife enjoy watching his kids play sports and taking them on adventures hiking and skiing in the mountains

• University of Texas, Economics

• Senior Portfolio Manager

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Peter is financial advisor and Certified Financial Planner (CFP®) and has been with UBS Financial Services for 27 years.  He has extensive knowledge in a wide range of financial matters including investments, wealth management, and retirement planning.  Peter takes the time to understand each client’s unique situation and provides tailored advice and solutions that allow the client to make informed financial decisions.  The team is dedicated to providing the highest quality of service and helping their clients pursue their financial objectives.

Prior to his career in wealth management, Peter received his B.S. in Petroleum Engineering at Louisiana Tech University, and worked in the oil and gas exploration, production, and acquisition business for 15 years. In Peter’s spare time, when not traveling, enjoys spending time in the Texas hill country with his wife of 42 years.

• Louisiana Tech University, Bachelor of Science in Petroleum Engineering

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Wealth Advisor

• LA
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• AZ
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• IL
• LA
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• NV
• OK
• TX