Lasting relationships. For all that matters

Boardwalk along the ocean

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.

Young woman sitting with iPad

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.

  • image

    Timothy Holt

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • FL
    • GA
    • ID
    • KS
    • LA
    • MI
    • MO
    • ND
    • NM
    • 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
        Suite A
        Beaumont, TX 77706
        timothy.holt@ubs.com
        Timothy Holt
        3450 Dowlen Road, Suite A,Beaumont,TX,77706
      • image

        Alice Holcomb

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • AR
        • AZ
        • CA
        • FL
        • GA
        • ID
        • IN
        • KS
        • LA
        • MI
        • MO
        • ND
        • NM
        • 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
              Suite A
              Beaumont, TX 77706
              alice.holcomb@ubs.com
              Alice Holcomb
              3450 Dowlen Road, Suite A,Beaumont,TX,77706
            • image

              Hannah Belk

              Client Associate

              • image
              • image

                      3450 Dowlen Road, Suite A
                      Suite A
                      Beaumont, TX 77706
                      hannah.holt@ubs.com
                      Hannah Belk
                      3450 Dowlen Road, Suite A,Beaumont,TX,77706

                    Why does A.I. in space matter?

                    Outlook on interest rates

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    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.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Insights