Rise up and face the future with confidence

Get your financial future on track

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Lena Adams-Winkel

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NY
    • OK
    • RI
    • TX
    • WA
    • WI

    Lena is a Senior Vice President – Wealth Management at UBS Financial Services.  She holds the CERTIFIED FINANCIAL PLANNER designation and has over 22 years of experience in helping clients with their financial life goals.   She credits her past experience as a business owner in the medical industry coupled with 10 years in retail management as helping her understand the specific needs of medical professionals and business owners/ professionals.

    She holds an MBA from the University of Texas Pan American (now UTRGV) and was a recipient of the Texas Business Hall of Fame Scholarship.

      • University of Texas Pan American, Master of Business Administration
      • University of Texas Pan American, Bachelor of Business Administration
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Life Underwriter®
      • Chartered Retirement Plans Specialist℠
      Securities-backed lending
      Financial planning
      Legacy planning
      Estate planning strategies
      Retirement Plan consulting
      Lending services
      Philanthropy
      Asset allocation
      1700 South 10th Street
      Suite 200
      Mcallen, TX 78503
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      Irma Perez

      Senior Client Associate

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        Irma has been in the financial service industry for over 26 years and with UBS for the past 11 years.  Her knowledge and vast experience in the industry enables Irma to assist clients with  account documentation, online services, asset transfers, loan documents, statements and tax documents, and various other administrative needs.  Irma is known for her dedication to making the financial lives of UBS clients simpler. 

        Irma holds Securities Firm Series 7 license 

              1700 South 10th Street
              Suite 200
              Mcallen, TX 78503

            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.

            Accessing resources. Delivering solutions.

            Accessing resources. Delivering solutions.

            Multigenerational planning

            Multigenerational planning

            Business transition and succession planning

            Business transition and succession planning

            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