Experience

Makes all the difference

Lena Adams-Winkel

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

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.

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

Education

  • University of Texas Pan American, Master of Business Administration
  • University of Texas Pan American, Bachelor of Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Life Underwriter®
  • Chartered Retirement Plans Specialist℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Irma Perez

Senior Client Associate

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

Email Me