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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.

  • Patricia Sayyah - Profile Photo

    Patricia Sayyah

    First Vice President–Wealth Management

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    • AR
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    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.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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