Experience

Megan Waters is a dedicated financial advisor who helps individuals and families build, protect, and grow their wealth with clarity and confidence. With a personalized approach and a deep commitment to education, Megan empowers her clients to make informed financial decisions that align with their life goals.

She specializes in working with high-achieving individuals, including:

Athletes and Entertainers (content creators and influencers) - overcoming challenges wealth can bring
Women Business Owners – navigating growth, transitions, and legacy planning
Next-Generation Investors – building strong financial foundations early
Women in Wealth Transitions – managing change with confidence and clarity

Whether you're planning for the future, managing a major life transition, or seeking to optimize your financial strategy, Megan partners with you every step of the way. Her focus on open communication and long-term success ensures that your financial plan evolves with your life.

Life
– Megan and her husband, Randall have 3 amazing boys.
– On the weekends you can find them at the baseball field with RJ or chasing after
the twins, Ryken and Rokzen.
– Together they enjoy spending family time at the beach and fishing.
– Megan enjoys volunteering for infants and children in need. 

Shelley is the founder and Senior Vice President of The Waters Group. Her professional guidance brings over three decades of experience in wealth management for multigenerational affluent families, business owners and executives. Shelley is passionate about creating custom solutions and a dialogue with clients that go far beyond a financial checklist. The Waters Group does not believe in “cookie cutter” solutions. We address complex financial challenges unique to every client. The world is full of uncertainty. That’s why clients count on us for peace of mind about their wealth.

Life

– Shelley loves to spend time with her family saltwater fishing and on beach vacations
– She is passionate about photography and forever chasing her personal best trout
– Shelley’s community involvement spans 45 years and includes serving the Education for Tomorrow Alliance, The Optimist Club, The Chamber of Commerce and The Woodlands Economic Development Partnership, The Woodlands Waterway Arts Festival, and Houston’s 5th Ward serving at-risk youth

Philip is on the front line working with clients every day as the teams Senior Registered Client Associate and operations specialist. This includes working closely with clients on administrative details related to their UBS relationship including preparing documents, day-to-day processing and coordinating actions with the team. He is also the team specialist for insurance and annuities. Our clients don’t rely on toll-free numbers. Philip is just a local number away. His financial knowledge, analytic skills and accessibility are invaluable to our clients and our team.

Life 

– Philip was raised in The Woodlands, TX and resides there with his wife Andrea, son Henry, and daughter, Lenore
– He is the owner of a small retail business dealing with sports merchandise and memorabilia
– He enjoys traveling and is a huge Disney fan including visiting the theme parks over 50 times and counting

Holly is fully licensed and assists clients with all of their day to day operational needs. She is committed to delivering exceptional client service, managing daily support needs, coordinating events, driving marketing initiatives and engaging with prospective clients. Holly's multifaceted roles centers on enhancing client engagement. At The Waters Group, she contributes to a team that offers tailored financial guidance - helping clients organize their assets, address evolving financial goals and achieve lasting peace of mind.

Life
Holly was raised in The Woodlands, and has also lived in Alaska and Colorado due to her husband, Leo, serving in the Army. She got back to Texas as quickly as she could to raise their son Beckham and daughter Gia. In her free time, Holly is at the park, going on evening walks as a family, and traveling as much as possible.