Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

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    Timothy Holt

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • FL
    • GA
    • ID
    • KS
    • LA
    • MI
    • MO
    • NC
    • ND
    • NM
    • OH
    • OK
    • SC
    • TN
    • TX
    • VA

    I joined UBS in 2002 after tenure at Morgan Stanley. Over the years, I have focused on educating clients and helping them think holistically about their wealth. I earned my degree in Business from the University of Phoenix and my Associate of Science degree from Trident Technical College. My wife and I reside in Lumberton with our four children I am an avid family man and very involved in my children's activities. Currently I coach Basketball, baseball and soccer teams.

      • University of Phoenix, Business
      • Trident Technical College, Associate of Science Degree
        3450 Dowlen Road
        Suite A
        Beaumont, TX 77706
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        Alice Holcomb

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • ID
        • IN
        • KS
        • LA
        • MI
        • MO
        • ND
        • NM
        • OH
        • OK
        • SC
        • TN
        • TX
        • VA

        I began my careen in the financial services industry in 1981 and came to UBS in 2001 after tenure at Merrill Lynch. Over the past 30 years, I have helped my clients weather all kinds of markets. I hold securities licenses as well as licenses for life, accident and health insurance. My husband and I live in Beaumont where I enjoy entertaining friends and having family gatherings. My hobbies include gardening, riding my motorcycle, hunting, fishing and horses.

              3450 Dowlen Road
              Suite A
              Beaumont, TX 77706
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              Chelsea Druanne Pickering

              Client Associate

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              • TX

              I started my career at UBS by joining the Holt Holcomb Cutrer Investment Group in April 2014 as a New Financial Advisor. I am currently a Registered Client Service Associate that specializes in team organization and Financial Goal Analysis planning for current and prospective clients. I attended Idaho State University on a basketball scholarship and earned my BA in Healthcare Administration and a MBA with an emphasis in Finance. I enjoy being around my family, traveling, sports, scrapbooking and watching movies in my spare time.

                • Idaho State University, BA in Healthcare Administration
                • Idaho State University, MBA with an emphasis in Finance
                  3450 Dowlen Road
                  Suite A
                  Beaumont, TX 77706

                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

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                UBS is a world-leading wealth manager

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