The retirement you've earned

It all begins with a plan

Mother Daughter meeting

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Four people meeting in glass office

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.

  • Sherry Verburgt Profile Photo

    Sherry Verburgt

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • KS
    • KY
    • LA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Sherry began her securities career in 1996 as a marketing coordinator for a Financial Advisor with Merrill Lynch in Lake Jackson. While attending Houston Baptist University, she worked full time for Houston Partners, a Houston based venture capital firm where they specialized in creating business investments for affluent clients. Then in 2000 Sherry joined Morgan Stanley Dean Witter and began her career serving individual client's financial needs. She has spent the last decade educating upcoming retirees on the steps needed to achieve retirement. Her focus is helping employees in the Petrochemical Industry prepare for and transition into retirement. Sherry provides her clients with retirement cash flow and investment plans optimized to achieve both their needs for a retirement paycheck and their specific retirement goals while minimizing their potential for running out of money.

    Sherry currently works with UBS Financial Services as a Managing Director – Wealth Management, USA. She is FINRA registered and holds Series 7; 31; 63; and 65 securities licenses and is registered with the Texas Department of Insurance.

    Sherry and her husband Nick have identical twin sons (Chase and Logan), a daughter (Shylah Grace) and enjoy traveling, playing poker, and spending time with the family.

    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
    • 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • Houston Baptist University
      750 Town & Country Blvd,
      Suite 400
      Houston, TX 77024
      sherry.verburgt@ubs.com
      Sherry Verburgt
      750 Town & Country Blvd, ,Houston,TX,77024
    • Whitney Lockwood

      Whitney Lockwood

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • TX

        • The University of Texas at Austin, BBA Finance: 2004 - 2007
          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
          whitney.lockwood@ubs.com
          Whitney Lockwood
          4400 Post Oak Parkway,Houston,TX,77027
        • Haley Daughtry Profile Photo

          Haley Daughtry

          Senior Wealth Strategy Associate

          • image
          • image
          • AK
          • CA
          • GA
          • NY
          • TX

          In 2007, Haley started at UBS as a Client Service Associate (CSA) with a passion for client support.  In 2012 she became the CSA for The Refinery Investment Group. Using her extensive technical skills and passion for clients, Haley significantly contributed to the 406% growth of the team from 2012 to 2021. Haley was promoted to the position of Senior Wealth Strategy Associate – Relationship Manager in 2021. In this new position Haley continues to work closely with clients to support their needs.

          Haley holds Series 7 and 66 securities licenses.

          Haley always had a passion for helping others. Haley is a big Astros baseball fan. She enjoys traveling and especially traveling to new baseball stadiums to watch Astros road games. She also loves animals with special recognition for her two dogs Gianna and Ellie.

                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027
                haley.daughtry@ubs.com
                Haley Daughtry
                4400 Post Oak Parkway,Houston,TX,77027
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              UBS Year Ahead 2025

              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.

              Read the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $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

              Insights