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:
  • AZ
  • CA
  • CO
  • FL
  • MN
  • 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

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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