How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Aisle in library

Larry Callender

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Member, Chapelwood United Methodist Church, Houston Country Club and Bayou City Breakfast Club
  • Member of the Advisory Board of The Rise School of Houston
  • Past President, Houston Longhorn Club
  • Married to my wife Allison and reside in Tanglewood. We have a daughter who is a Speech Pathologist living in Houston and a son who is a Petroleum Engineer, married and living in Dallas.
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • B.B.A Finance, University of Texas at Austin

Credentials

  • Portfolio Manager
  • Wealth Advisor

Financial planning
Asset allocation
Investing
Alternative investments
Retirement planning
Estate planning strategies
Long-term care planning
Lending services
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
  • (713) 940-2982

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

A team approach

A team approach

Goals-based planning

Goals-based planning

charts

Investment management

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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

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