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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
