Experience matters

Observatory on mountain top

Pursue your goals with confidence

Whether you are looking to make a successful transition in your personal life or craft a better wealth plan for meeting life’s milestones, you can rely on our team to get you there. For more than 30 years, through all types of market cycles, our clients have trusted our advice to give them clarity and confidence for the future. Our relationship has many dimensions—from financial advocacy and risk management to accessibility and communication. We’re focused on a single goal—your financial well-being today and for generations to come.

We want you to succeed at every level of your financial life and we have the experience, insight and expertise to support you each step of the way.

- Kim R. Sheets

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kim Sheets

    Kim R. Sheets, CFP, ChFC

    First Vice President–Wealth Management

    Branch Manager

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • FL
    • LA
    • MI
    • MO
    • MT
    • NC
    • NM
    • OK
    • TX
    • UT

    Kim Sheets has been a Financial Advisor for more than 30 years and joined UBS Financial Services Inc. in 1992. Through a disciplined practice of wealth accumulation, portfolio preservation and income distribution planning, Kim has built solid relationships with families and organizations that span decades and generations.

    Within his practice, Kim has distinguished himself among his peers by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Financial Consultant (ChFC®) designations as well as the title of Wealth Advisor within UBS. Each of these rigorous, intensive programs are designed to deepen one’s financial planning and wealth management insights as well as to learn and understand the latest tools to help guide clients through all aspects of their financial life. By completing these programs, Kim is better equipped than ever to provide the thoughtful financial advice his clients need to confidently plan for their futures.

    With this experience and background, Kim focuses on planning for both individuals and organizations. This encompasses investments, portfolio and retirement planning as well as insurance and estate planning. He and his team communicate frequently with their clients through regular portfolio review meetings and conference calls.

    In addition to his CFP®, ChFC® and Wealth Advisor designations, Kim holds the Series 3, 7, 8, 63 and 65 securities licenses as well as his life, health and variable annuity licenses.

    Outside of work, Kim and his wife, Dena, have two daughters, Abigail and Emily. The family stays busy many weekends traveling to the girls’ sporting events. When not traveling, Kim enjoys golf, clay target sports and hunting.

          800 North Shoreline Boulevard
          North Tower, Suite 160
          Corpus Christi, TX 78401
        • Kimberly Sellars

          Kimberly Sellars

          Senior Client Associate

          • image
          • image
          • image
          • CA
          • CO
          • LA
          • TX

          Kim entered the financial services industry in 1992 and joined UBS Financial Services Inc. in 2008. Her day-to-day responsibilities include relationship management, administration and operations of accounts as well as the management of team personnel. To Kim, client relationships are a top priority, which is reflected in her commitment to delivering a high level of service. Kim holds her Series 7, 63 and 66 securities licenses.

          Away from the office, she enjoys spending time with her family and friends. She participates in many charitable athletic events to stay active and maintain a healthy lifestyle.

                800 North Shoreline Boulevard
                North Tower, Suite 160
                Corpus Christi, TX 78401

              A multidimensional relationship meets multiple priorities

              charts

              Financial advocacy

              “Stable and consistent, we’re guided by integrity in all that we do. That will never change.”

              Our clients know that we put their best interests first at all times. As your advocates, we know the critical questions to ask to learn all about you, your family, your priorities and concerns. We understand that earning your confidence and trust requires integrity in all decisions, prudence in our approach and accessibility at all times.

              From asset and investment management, retirement income and estate planning, to business succession and other wealth transitions, no matter what your goals, you can gain clarity and direction from our conversations and recommendations. Working with you and your family for the long haul, our team will oversee your plan and make necessary adjustments should the economy, the markets or your circumstances change.

              woman at desk

              Risk management

              people at desk

              Consistent communication

              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

              Insights