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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Serving as a financial advisor requires a thorough understanding of people, markets, regulations, and finance. I’ve trained my whole life to do this!
Senior Vice President–Wealth Management
Financial Advisor
J. Kyle Mays, CPWA®, CEPA®, AIF®, Senior Vice President-Wealth Management, USA
M.B.A., Sam Houston State University; B.S., Electrical Engineering, Texas A&M University
Mr. Mays joined UBS Financial Services in 2014 with a focus on providing wealth management services to private clients. He has been in the investment industry since 1992, beginning his career in institutional fixed income sales. He currently holds the following licenses: General Securities Representative (Series 7), Managed Futures (Series 31), Uniform Securities Agent (Series 63) and Uniform Investment Advisor (Series 65). Additionally, he was awarded the following industry designations: Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Accredited Investment Fiduciary (AIF®).
Kyle has served a range of private client and institutional investors, from corporate executives to corporate and union benefit plans. At UBS, he continues to serve private clients and has joined forces with a leading institutional consulting team to deliver a higher level of expertise to institutional clients. Previously, Kyle was a member of the Chairman's Council at Oppenheimer and the Advisory Board of Directors for John Hancock Mutual Funds.
Before his investment career, Mr. Mays served seven years in the US Air force as an F-16 fighter pilot. Active in the local community, he currently serves on the Woodlands Water Agency Board of Trustees and is President of the Board of Municipal Utility District #7. Kyle is dedicated to faith, family and caring for clients. His hobbies include world travel, time at the ranch, and fine wine.
Education
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
J. Kyle Mays, CPWA®, CEPA®, AIF®, Senior Vice President-Wealth Management, USA
M.B.A., Sam Houston State University; B.S., Electrical Engineering, Texas A&M University
Mr. Mays joined UBS Financial Services in 2014 with a focus on providing wealth management services to private clients. He has been in the investment industry since 1992, beginning his career in institutional fixed income sales. He currently holds the following licenses: General Securities Representative (Series 7), Managed Futures (Series 31), Uniform Securities Agent (Series 63) and Uniform Investment Advisor (Series 65). Additionally, he was awarded the following industry designations: Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Accredited Investment Fiduciary (AIF®).
Kyle has served a range of private client and institutional investors, from corporate executives to corporate and union benefit plans. At UBS, he continues to serve private clients and has joined forces with a leading institutional consulting team to deliver a higher level of expertise to institutional clients. Previously, Kyle was a member of the Chairman's Council at Oppenheimer and the Advisory Board of Directors for John Hancock Mutual Funds.
Before his investment career, Mr. Mays served seven years in the US Air force as an F-16 fighter pilot. Active in the local community, he currently serves on the Woodlands Water Agency Board of Trustees and is President of the Board of Municipal Utility District #7. Kyle is dedicated to faith, family and caring for clients. His hobbies include world travel, time at the ranch, and fine wine.
Education
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
