Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Three generations in front yard

Jeffrey "Jeff" Heard, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

I have spent the last 19 years in Wealth Management (over 34 years in financial services), and have earned each of the CFP®, CIMA® and CPWA® designations. In addition, I have earned UBS's "Wealth Advisor" Designation. My wife, Daray, and I are both graduates of Texas A&M, and we are actively involved in our church. We have a daughter (TAMU '14, TAMU '15), and three sons (TTU '17, UT '20, TAMU '22). I am currently on the board of KSBJ Educational Foundation (previously Chairman and Secretary/Treasurer of KSBJ Special Events and Ticket Servant, Inc.), and was previously the Secretary/Treasurer of KSBJ Educational Foundation and also of Pregnancy Assistance Center North. I also enjoy camping, fishing and hunting with my family.

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • MO
  • NC
  • NV
  • OH
  • OK
  • PA
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • BBA Finance, Texas A&M University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Wealth Advisor
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
  • (281) 362-2248

Email Me

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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