Larry Callender
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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.

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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
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Larry Callender

Education

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

Credentials

  • Portfolio Manager
  • Wealth Advisor

Larry Callender

Financial planning
Asset allocation
Investing
Alternative investments
Retirement planning
Estate planning strategies
Long-term care planning
Lending services

Larry Callender

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

larry.callender@ubs.com
Larry Callender
4400 Post Oak Parkway,Houston,TX,77027

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
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • 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

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.

Building multicultural wealth, together

Building multicultural wealth, together

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A plan to simplify your financial life

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The good news is, you’re succeeding

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Top 10 tax tips

Tax-smart plans for 2025

Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 06/30/2024

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Our global footprint

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UBS is a leading and truly global wealth manager

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Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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