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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
A Vice President of Investments with UBS Financial Services, Pat is an experienced Financial Advisor seasoned in the financial services industry. Her wisdom brings extensive knowledge of the financial markets and maintains her edge by studying and understanding the current economic conditions and adjusting accordingly. Using all of the tools at her disposal, she develops investment strategies that fit current conditions while planning for the long term financial success of her clients and their families.
Originally from Massachusetts, Pat was raised in central Florida where she met and married Jack. She and Jack moved to Houston in 1976. Recently she and Jack moved to the Clear Lake area. They travel frequently back to Orlando to visit with family and friends. She is an active member of her church and loves singing in the choir. As an avid reader, Pat has been a member of the “book club babes” for years. She also enjoys a weekly dance class; “…great exercise…”, and loves to entertain.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
First Vice President–Wealth Management
Financial Advisor
A Vice President of Investments with UBS Financial Services, Pat is an experienced Financial Advisor seasoned in the financial services industry. Her wisdom brings extensive knowledge of the financial markets and maintains her edge by studying and understanding the current economic conditions and adjusting accordingly. Using all of the tools at her disposal, she develops investment strategies that fit current conditions while planning for the long term financial success of her clients and their families.
Originally from Massachusetts, Pat was raised in central Florida where she met and married Jack. She and Jack moved to Houston in 1976. Recently she and Jack moved to the Clear Lake area. They travel frequently back to Orlando to visit with family and friends. She is an active member of her church and loves singing in the choir. As an avid reader, Pat has been a member of the “book club babes” for years. She also enjoys a weekly dance class; “…great exercise…”, and loves to entertain.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
