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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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    • AK
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        • CERTIFIED FINANCIAL PLANNER®
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        john.r.martinez@ubs.com
        John Martinez
        4400 Post Oak Parkway,Houston,TX,77027
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        Reese Lockett Jr.

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • KS
        • MD
        • MS
        • NC
        • NY
        • PA
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              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
              reese.lockett@ubs.com
              Reese Lockett Jr.
              4400 Post Oak Parkway,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
                      jeanne.smith@ubs.com
                      Jeanne Smith
                      4400 Post Oak Parkway,Houston,TX,77027
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    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

                    A leader in wealth management

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                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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