Opportunity. Worldwide.

Our global insight matters

Team Photo

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 photos
  • William Goldberg

    William Goldberg, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • MD
    • NC
    • NM
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.

        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
      • Mary Pyle

        Mary Pyle

        Senior Client Associate

        • image
        • image
        • NM
        • TX
        • VA

        Mary manages all of the service and operational needs of our clients at a world-class level.

         

        Experience to guide you forward

        Mary has 41 years of experience in the industry, she was in operations for 7 years and for the last 26 years she has been with UBS. During her time here, Mary spent a couple of years in UBS Private Wealth Management. She is Series 7 and Series 63 licensed.

         

        Outside of work

        Mary enjoys spending time with her children and her grandbaby. She also loves to garden, swim, travel, and to take long walks with her dog.

              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
            Retirement planning

            Retirement planning

            A team approach

            A team approach

            Multigenerational wealth planning

            Multigenerational wealth 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