Lasting relationships. For all that matters

SP 2023

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.

Family selfie

  • Sam2023

    Sam Parker

    Managing Director

    Certified Exit Planning Advisor

    • image
    • image
    • image
    • AR
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MN
    • NE
    • NY
    • PA
    • PR
    • TX
    • VA

    My passion for capital markets began early in life. After learning about the business of helping people understand and prepare for all aspects of personal wealth management, I knew I had found my purpose. Whether it’s coaching a client on a new strategy, helping a multigenerational family or organization navigate a complex estate plan, or developing a financial roadmap for an ultra high net worth family, I believe my skillsets are well-suited for this role.

    Being in leadership and a private wealth advisor for over 36 years has afforded me a very broad perspective on this business which most advisors never see. While overseeing the management of 5 branch offices around Central Texas and coaching 100’s of advisors across all stages of their business, I’ve observed countless client situations and solutions which I feel has made me a better coach as I strive to provide a culture of excellence and continuity in my practice. My clients appreciate the passion I bring to the business and my approachable style instills confidence, knowing my expertise will guide them through even the most challenging market environment as we work together to achieve their goals.

    At the end of the day, my ultimate goal is to provide my clients with peace of mind. Something eveyone wants, but only few know how to actutally achieve.

        • Certified Exit Planning Advisor
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701

      Connecting you to the deep resources of UBS

      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

      Focus on liquidity management

      CIO House View monthly livestream


      UBS and Credit Suisse—stronger than ever

      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

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager