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Mountains in the desert

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 Martinez

    John Martinez

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • GA
    • IN
    • LA
    • MS
    • NY
    • TX
    • VA
    • WA

        • CERTIFIED FINANCIAL PLANNER™
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
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        Reese Lockett Jr.

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • MD
        • MS
        • NC
        • NY
        • PA
        • SC
        • TX
        • WA

              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
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              Jeanne Smith

              Senior Client Associate

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                      4400 Post Oak Parkway
                      17th Floor
                      Houston, TX 77027

                    The Year Ahead - Sustainable Investing

                    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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