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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Lamar University, BBA, finance. Michael joined UBS in 1999 as a Financial Advisor. Prior to joining UBS, Michael was a Financial Advisor with Merrill Lynch from 1990 to 1999. More than 29 years in financial services. FINRA Series 7, 31 and 63. Life, accident, health insurance and variable annuities. Michael lives in Houston with his wife Amy and their two boys. Michael has coached little league baseball and since 2005 volunteers on the Wine Committee of the Houston Livestock Show & Rodeo which supports educating youth in Texas.
CA Insurance license #0D93129
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Lamar University, BBA, finance. Michael joined UBS in 1999 as a Financial Advisor. Prior to joining UBS, Michael was a Financial Advisor with Merrill Lynch from 1990 to 1999. More than 29 years in financial services. FINRA Series 7, 31 and 63. Life, accident, health insurance and variable annuities. Michael lives in Houston with his wife Amy and their two boys. Michael has coached little league baseball and since 2005 volunteers on the Wine Committee of the Houston Livestock Show & Rodeo which supports educating youth in Texas.
CA Insurance license #0D93129
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
