Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young woman airport

Shelley Treadway Waters

Personal & Community

  • Native Houstonian. Relocated to Montgomery County in 1972 and have been involved in numerous Community groups in the last 30+ years.
  • Community involvement includes: Chairman of the Board Economic Development Partnership and Chairman of the Board Education for Tomorrow Alliance.
  • Married to Randy. Two Children Randall and Melissa.
  • American Heart Association, Executive Women's Alliance and The Woodlands SMC Chamber of Commerce
  • Love to spend time with my family, saltwater fishing and photography.
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • LA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA

  • Forbes/SHOOK Top Women Wealth Advisors, 2021

Education

  • Bachelor of Science Economics, Texas A&M University
  • The School of Advanced Financial Management
  • The Wharton School University of Pennsylvania - Prespectives for the New Millenium at Wharton
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
  • (281) 362-2257

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

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.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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