Financial planning and beyond

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.

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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.

Michael Sabota

Senior Vice President–Wealth Management

Associate Market Executive
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
Michael began his career with Merrill Lynch in 1976. At Merrill he was named Vice-President of Investments and earned his Certified Financial Manager Designation. In 1987 Michael joined PaineWebber, Inc, which was later acquired by UBS. At UBS, he has been named several times to the Directors Council for top managers as well as the Presidents Council. Michael currently serves on the Board of the Texas Historical Foundation in Austin. He and his wife Jamie are members of Flint Baptist Church where he serves as a Deacon.
6101 S. Broadway
Suite 510
Tyler, TX 75703

michael.sabota@ubs.com

Michael Sabota

6101 S. Broadway,Tyler,TX,75703
Zachary Sabota

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
Zachary graduated from Southern Methodist University with a Bachelor of Science in Economics with a specialization in finance applications. He joined UBS in 2005 and holds the Series 7, 66, Insurance & Annuities licenses. He has been a member of Sabota Wealth Management for fifteen years, specializing in asset allocation & portfolio construction. A proud native of Tyler, Zachary currently serves on the board of the East Texas Symphony Orchestra, Smith County Historical Society, the Endowment Board of All Saints Episcopal School, and Chair of Tyler Historic Preservation, is a member of Flint Baptist Church and a Kappa Alpha Order alumnus. When away from the office, Zachary enjoys spending time with his wife, Britt, and children Stratford and Rosalie, traveling, and indulging his love of history.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Southern Methodist University, Bachelor of Science in Economics with a Specialization in Finance Applications
- Senior Portfolio Manager
6101 S. Broadway
Suite 510
Tyler, TX 75703

zach.sabota@ubs.com

Zachary Sabota

6101 S. Broadway,Tyler,TX,75703
Kelly Beth Manziel

Senior Client Associate
View bio
Kelly has worked at UBS Financial Services (formerly PaineWebber) since 1995. She is currently serving as a Senior Client Service Associate of Sabota Wealth Management. She is passionate about her service as a liaison between our clients and our financial advisors. She has been honored to receive the "Client Service Excellent Award", and strives to continue to provide excellent service. She lives in Tyler with her husband, Nolan and children, Nelson and Gabrielle.
6101 S. Broadway
Suite 510
Tyler, TX 75703

kelly.manziel@ubs.com

Kelly Beth Manziel

6101 S. Broadway,Tyler,TX,75703
Elizabeth Clark "Beth" Lynn

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
6101 S. Broadway
Suite 510
Tyler, TX 75703

beth.lynn@ubs.com

Elizabeth Clark "Beth" Lynn

6101 S. Broadway,Tyler,TX,75703

Michael Sabota

Senior Vice President–Wealth Management

Associate Market Executive
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
Michael began his career with Merrill Lynch in 1976. At Merrill he was named Vice-President of Investments and earned his Certified Financial Manager Designation. In 1987 Michael joined PaineWebber, Inc, which was later acquired by UBS. At UBS, he has been named several times to the Directors Council for top managers as well as the Presidents Council. Michael currently serves on the Board of the Texas Historical Foundation in Austin. He and his wife Jamie are members of Flint Baptist Church where he serves as a Deacon.
6101 S. Broadway
Suite 510
Tyler, TX 75703

michael.sabota@ubs.com

Michael Sabota

6101 S. Broadway,Tyler,TX,75703
Zachary Sabota

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
Zachary graduated from Southern Methodist University with a Bachelor of Science in Economics with a specialization in finance applications. He joined UBS in 2005 and holds the Series 7, 66, Insurance & Annuities licenses. He has been a member of Sabota Wealth Management for fifteen years, specializing in asset allocation & portfolio construction. A proud native of Tyler, Zachary currently serves on the board of the East Texas Symphony Orchestra, Smith County Historical Society, the Endowment Board of All Saints Episcopal School, and Chair of Tyler Historic Preservation, is a member of Flint Baptist Church and a Kappa Alpha Order alumnus. When away from the office, Zachary enjoys spending time with his wife, Britt, and children Stratford and Rosalie, traveling, and indulging his love of history.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Southern Methodist University, Bachelor of Science in Economics with a Specialization in Finance Applications
- Senior Portfolio Manager
6101 S. Broadway
Suite 510
Tyler, TX 75703

zach.sabota@ubs.com

Zachary Sabota

6101 S. Broadway,Tyler,TX,75703
Kelly Beth Manziel

Senior Client Associate
View bio
Kelly has worked at UBS Financial Services (formerly PaineWebber) since 1995. She is currently serving as a Senior Client Service Associate of Sabota Wealth Management. She is passionate about her service as a liaison between our clients and our financial advisors. She has been honored to receive the "Client Service Excellent Award", and strives to continue to provide excellent service. She lives in Tyler with her husband, Nolan and children, Nelson and Gabrielle.
6101 S. Broadway
Suite 510
Tyler, TX 75703

kelly.manziel@ubs.com

Kelly Beth Manziel

6101 S. Broadway,Tyler,TX,75703
Elizabeth Clark "Beth" Lynn

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MN
- MS
- NC
- NM
- NY
- OH
- OK
- SC
- SD
- TN
- TX
- VA
6101 S. Broadway
Suite 510
Tyler, TX 75703

beth.lynn@ubs.com

Elizabeth Clark "Beth" Lynn

6101 S. Broadway,Tyler,TX,75703

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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Financial planning and beyond

Pursuing your goals together

Michael Sabota

Zachary Sabota

Kelly Beth Manziel

Elizabeth Clark "Beth" Lynn