Insight-based advice

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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, CFA, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Blair

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 Hearn, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Associate Director

Senior Client Associate
View bio
- 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

Senior Client Associate
View bio
- 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

John Zodrow, CFA, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Blair

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 Hearn, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Associate Director

Senior Client Associate
View bio
- 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

Senior Client Associate
View bio
- 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

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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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UBS Group invested assets
As of 06/30/2024

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UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

John Zodrow, CFA, CFP

James Blair

Peter Hearn, CFP

Jean Wollenberg

Marcela Galvan