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.

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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.

  • Timothy Holt

    Timothy Holt

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KS
    • LA
    • MD
    • MI
    • NC
    • ND
    • NM
    • NY
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • WV

    Prior to pursuing a career as a Financial Advisor, I served in the United States Navy for eight years as a nuclear power engineer, including four years as an instructor for enlisted officers on Nuclear Reactor Plants. My service also included two years aboard the USS Dwight D. Eisenhower. After transitioning to UBS in 2002, following three years with Morgan Stanley, I have remained committed to client education and holistic wealth management. My practice is characterized by diligent monitoring of market trends to identify optimal portfolio opportunities for clients.

    In addition to my professional experience, I hold several securities licenses—Series 31, 7, 63, and 65—as well as credentials in life, accident, and health insurance. I currently reside in Lumberton with my wife, and our four children live nearby in the surrounding area. Family is a core value in my life, and I am dedicated to fostering strong relationships with loved ones. Outside of work, I am actively involved in coaching and supporting various sports and greatly enjoy spending quality time with my three grandchildren.

      • University of Phoenix, Business
      • Trident Technical College, Associate of Science Degree
      • Senior Portfolio Manager
      • Wealth Advisor
      • Retirement Plan Consultant
      Financial planning
      Legacy planning
      Long-term care planning
      Retirement planning
      Estate planning strategies
      401(k) plan services
      Multi-generational families
      Business owners
      3450 Dowlen Road, Suite A
      Suite A
      Beaumont, TX 77706
      timothy.holt@ubs.com
      Timothy Holt
      3450 Dowlen Road, Suite A,Beaumont,TX,77706
    • Alice Holcomb

      Alice Holcomb

      Financial Advisor

      Wealth Advisor

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      • AR
      • AZ
      • CA
      • FL
      • GA
      • ID
      • IN
      • KS
      • LA
      • MD
      • MI
      • ND
      • NM
      • NY
      • OK
      • SC
      • TN
      • TX
      • VA

      I began my career in financial services in 1981, building a strong foundation in the industry over the years. In 2001, I joined UBS after gaining valuable experience at Merrill Lynch. With more than thirty years of expertise, I have successfully guided clients through a variety of market conditions, ensuring their financial goals are met regardless of the economic climate. I hold licenses in securities, as well as life, accident, and health insurance, enabling me to offer comprehensive financial advice and solutions tailored to my clients' needs. Currently residing in Beaumont, I find joy in entertaining friends and hosting family gatherings. In my free time, I find relaxation in gardening, riding my motorcycle, hunting, fishing, and being around horses.

          • Wealth Advisor
          Financial planning
          Legacy planning
          Long-term care planning
          Retirement planning
          Estate planning strategies
          401(k) plan services
          Multi-generational families
          Business owners
          3450 Dowlen Road, Suite A
          Suite A
          Beaumont, TX 77706
          alice.holcomb@ubs.com
          Alice Holcomb
          3450 Dowlen Road, Suite A,Beaumont,TX,77706
        • Hannah Belk

          Hannah Belk

          Client Associate

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            I joined UBS in 2020 and have had the opportunity to work in partnership with my father, which has provided valuable professional insight as well as an ability to effectively address client needs. Prior to transitioning into finance, I played college basketball for four years at the University of Mary Hardin-Baylor and was honored to represent the USA Team in Brazil. My experience as an athlete has cultivated strong leadership abilities that translate effectively to guiding our team, particularly in marketing and technology initiatives. I hold licenses in life, accident, and health insurance, and am a certified notary for our team. Outside of the workplace, I value spending time with my husband Kaleb, daughter Joslyn, and dalmatian Natty. I also take pleasure in visiting different countries, trying unique cuisines, keeping up with fashion trends, and staying active through exercise.

              • University of Mary Hardin-Baylor , BA- Business Administration/Marketing : 2016 - 2020
              • University of Mary Hardin-Baylor , Minor- Economics : 2016 - 2020
                3450 Dowlen Road, Suite A
                Suite A
                Beaumont, TX 77706
                hannah.holt@ubs.com
                Hannah Belk
                3450 Dowlen Road, Suite A,Beaumont,TX,77706
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                Isaac Maxwell

                Client Associate

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                  I joined the United States Navy, where I served for 7 years. I served in various locations including Japan and Norfolk, Virginia. I received the opportunity to attend Naval Aircrew Candidate School in Pensacola, Florida where I met my wife Klorice. We had our first and second child while living in Norfolk, Walter Maxwell and Berenice Maxwell. When leaving the military, we decided to move to Silsbee, Texas where we had our third child Henry Maxwell. I am currently enrolled at Liberty University for Business administration and I am currently on track to graduate in the spring of 2027. I am also studying for the Group 1 Life insurance exam to better service clients. My most cherished moments is when I am with my wife and children, I also enjoy gardening, tending our land and taking care of our animals.

                        3450 Dowlen Road, Suite A
                        Suite A
                        Beaumont, TX 77706
                        isaac.maxwell@ubs.com
                        Isaac Maxwell
                        3450 Dowlen Road, Suite A,Beaumont,TX,77706
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                        Timothy Holt

                        Client Associate

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                                3450 Dowlen Road, Suite A
                                Suite A
                                Beaumont, TX 77706
                                timothy-za.holt@ubs.com
                                Timothy Holt
                                3450 Dowlen Road, Suite A,Beaumont,TX,77706
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                              A leading global wealth manager

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                              Clarity in a rapidly changing world

                              We’re here to help guide you through uncertain times

                              Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                              Let’s create a path together so you can move forward with confidence, no matter what comes next.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $7 trn

                              UBS Group invested assets
                              As of 12/31/2025

                              51 countries

                              Our global footprint

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                              UBS is a leading and truly global wealth manager

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