Financial planning and beyond

Low Angle View Of Suspension Bridge

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.

Road

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-Profile-Photo

    Michael Sabota

    Senior Vice President–Wealth Management

    Branch Manager

    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • 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
        • Zachary-Sabota-Profile-Photo

          Zachary Sabota

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MN
          • MO
          • MS
          • NC
          • NJ
          • 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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
        •  Kelly-Beth-Manziel-Profile-Photo

          Kelly Beth Manziel

          Senior Client Associate

          • image
          • image
            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
                • Elizabeth-Clark-Beth-Lynn-Profile-Photo

                  Elizabeth Clark "Beth" Lynn

                  Senior Client Associate

                  • image
                  • image
                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • ME
                  • MN
                  • MO
                  • MS
                  • NC
                  • NJ
                  • NM
                  • NY
                  • OH
                  • OK
                  • SC
                  • SD
                  • TN
                  • TX
                  • VA

                        6101 S. Broadway
                        Suite 510
                        Tyler, TX 75703

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager