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

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • KY
    • LA
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • SC
    • TX
    • VA
    • 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 was recognized in 2018 and 2019 by Working Mother Magazine as a Top Wealth Advisor Mom. She was also recognized in 2018, 2019, 2020 and 2021 as a Best in State Wealth Advisor in Texas by Forbes/Shook Research and Forbes Top 250 Women in 2018, 2019, 2020 and 2021.

    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, 2021, 2022
    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022
    • Working Mother and SHOOK Research Top Wealth Advisor Moms, 2018, 2019, 2020, 2021
    • Houston Baptist University
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
    • Earl Dyke Profile Photo

      Earl Dyke

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IA
      • ID
      • KY
      • LA
      • MI
      • MN
      • MS
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • SC
      • TX
      • VA
      • WA

      Earl Dyke is a Private Wealth Advisor at UBS Wealth Management, USA. He was selected from more than 8500 advisors at the firm to participate in the initial UBS Private Wealth program, consisting of the firm's top 100 advisors. After more than 23 years in the financial services industry, Earl has been with UBS for 18 years and is a member of the firm's Presidents Council. He was named one of the Top Fifty Wealth Advisors in the State of Texas by Texas Monthly Magazine.

       

      Earl advises a few ultra high net worth clients primarily in the Texas chemicals, and oil & gas industries. For most of his career, he has concentrated on developing customized investment solutions in equities and fixed income while helping his clients meet their short and long term financial goals. He has managed three separate equity strategies for more than a decade and continues to adapt these strategies to the ever changing capital markets.

       

      For five generations, Earl's family has contributed to the history of Houston, Texas. Notably, his great grandfather Judge Almeron Earl Amerman, Sr. was Mayor of Houston from 1918 to 1921. His son, and Earl's namesake A. E. Amerman, Jr., was an Oil & Gas Attorney who served his country honorably during World War II as a Second Lieutenant on the USS Samuel S. Miles. His other grandfather, Frank Jeff Dyke, Sr., founded Rives, Dyke Advertising, and his father, Frank Jeff Dyke, Jr., founded National Convenience Stores which owned and operated over 500 Stop N Go stores around Texas.

       

      Earl graduated with a degree in Liberal Arts/ Marketing from Texas A&M University which he attended from 1989 to 1993. Prior to graduating from Episcopal High School, a school dedicated to the advancement of visual and performing arts, he attended Awty International School which offers both French and American diplomas and whose student body boasts 59 different nationalities.

       

      Sarah Wadstrom, his wife of eleven years, cares for their two children Andersson (17) and Fletcher (12). She is very active in the community supporting several different organizations, including Chairing Poe Elementary School's primary fund raising event. Earl and Sarah actively support the Houston Museum of Natural Science, The Houston Zoo, and are members of River Oaks Country Club.

       

      In addition to spending time with his family, Earl enjoys reading history and geo-politics, as well as fly fishing, and hunting.

        • Texas A&M University, Liberal Arts/Marketing
        • Senior Portfolio Manager
        • Private Wealth Advisor
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
      • Whitney Lockwood

        Whitney Lockwood

        Senior Wealth Strategy Associate

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        • TX
          • The University of Texas at Austin, BBA Finance: 2004 - 2007
            4400 Post Oak Parkway
            17th Floor
            Houston, TX 77027
          • Haley Daughtry Profile Photo

            Haley Daughtry

            Senior Wealth Strategy Associate

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            • AK
            • CA
            • IA
            • LA
            • MN
            • NC
            • NM
            • NY
            • OK
            • TX
            • VA

            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 Ginger.

                  4400 Post Oak Parkway
                  17th Floor
                  Houston, TX 77027

                Selecting retirement savings plans

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                How do you plan confidently for the retirement you want?

                Start by building a strategy based on the resources and needs over the course of your life.

                Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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