Let's move forward. Together.

Generational Family on Beach

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Christopher Ohmstede  Profile Photo

    Christopher Ohmstede

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MI
    • NE
    • NH
    • NM
    • NV
    • OH
    • TN
    • TX
    • VA
    • WA

    Chris comes from a family with a multigenerational legacy of serving the largest names in the petrochemical industry. This gives Chris a deeper understanding of what matters most to his clients, and he uses this knowledge to prepare clients for their transition into retirement. Chris joined UBS in 2012 after prior tenure as a First Vice President at Merrill Lynch Wealth Management.

    Chris emphasizes taking a conservative approach to investing in retirement, and believes there is no substitute for diversification through active portfolio management. Chris is a portfolio manager in the Portfolio Management Program (PMP) at UBS. This allows him to offer discretionary portfolio management services to his clients. This sophisticated program enables Chris to deliver a first class experience with state-of-the-art risk management.

    Chris received his B.A. in Psychology from the University of Texas at Austin in 1997. Chris is FINRA- registered and holds series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Chris and his Wife Camille live in Beaumont, TX with their children Ashton, Carlisle, and Vivianne.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Texas at Austin, B.A. in Psychology
    • Chartered Retirement Planning Counselor
    • Portfolio Manager
    3450 Dowlen Road, Suite A
    Suite A
    Beaumont, TX 77706
    chris.ohmstede@ubs.com
    Christopher Ohmstede
    3450 Dowlen Road, Suite A,Beaumont,TX,77706
  • Scott Wilson Profile Photo

    Scott Wilson

    Wealth Strategy Associate

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    • GA
    • TX
    • VA

    Scott has over nineteen years of experience in the financial services industry. Prior to joining UBS in 2012, he spent time at both Merrill Lynch and Smith Barney. He received his BBA in Finance from Lamar University and has earned the designation of Chartered Retirement Planning Counselor (CRPC®).

    Scott specializes in financial planning, portfolio management, and asset allocation. Scott has two sons who are currently pursuing college degrees. Scott believes in giving back to the community and is very involved in the YMBL and Boys Haven. Scott is FINRA- registered and holds series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

      • Lamar University, BBA in Finance
      • Chartered Retirement Planning Counselor
      • Portfolio Manager
      3450 Dowlen Road, Suite A
      Suite A
      Beaumont, TX 77706
      sa.wilson@ubs.com
      Scott Wilson
      3450 Dowlen Road, Suite A,Beaumont,TX,77706
    Three generations in apple orchard

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    A leading global wealth manager

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    Tariffs, volatility and your portfolio

    Are you ready?

    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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    As of 12/31/2024

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    UBS is a leading and truly global wealth manager

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