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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.

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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.

  • John Zodrow

    John Zodrow, CFA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • LA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • TN
    • TX
    • VA
    • WA

    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
      15958 City Walk
      Suite 240
      Sugar Land, TX 77479
      john.zodrow@ubs.com
      John Zodrow, CFA, CFP
      15958 City Walk,Sugar Land,TX,77479
    •  James Scott Blair

      James Blair

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IA
      • IN
      • KY
      • LA
      • MD
      • MI
      • MN
      • MS
      • NJ
      • NV
      • NY
      • OH
      • TN
      • TX
      • VA
      • WA

      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
        15958 City Walk
        Suite 240
        Sugar Land, TX 77479
        jscott.blair@ubs.com
        James Blair
        15958 City Walk,Sugar Land,TX,77479
      • peter

        Peter Hearn, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • IA
        • IN
        • LA
        • MD
        • MI
        • MN
        • MO
        • MS
        • NJ
        • NV
        • NY
        • OH
        • TN
        • TX
        • VA
        • WA

        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
          15958 City Walk
          Suite 240
          Sugar Land, TX 77479
          peter.hearn@ubs.com
          Peter Hearn, CFP
          15958 City Walk,Sugar Land,TX,77479
        • Jean Wollenberg

          Jean Wollenberg

          Associate Director

          Senior Client Associate

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          • LA
          • TX

                15958 City Walk
                Suite 240
                Sugar Land, TX 77479
                jean.wollenberg@ubs.com
                Jean Wollenberg
                15958 City Walk,Sugar Land,TX,77479
              • Marcela Galvan

                Marcela Galvan

                Senior Client Associate

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                • AZ
                • CA
                • FL
                • IL
                • LA
                • NM
                • NV
                • OK
                • TX

                      15958 City Walk
                      Suite 240
                      Sugar Land, TX 77479
                      marcela.galvan@ubs.com
                      Marcela Galvan
                      15958 City Walk,Sugar Land,TX,77479

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