Shelley Treadway Waters
View FINRA BrokerCheck informationContact us

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

Senior Vice President–Wealth Management

Financial Advisor

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
  • CA
  • CO
  • FL
  • IL
  • MI
  • MO
  • NM
  • NV
  • OK
  • SC
  • TN
  • TX
  • VA
  • WI

Shelley Treadway Waters

  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Shelley Treadway Waters

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

Shelley Treadway Waters

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Email Me

shelley.waters@ubs.com
Shelley Treadway Waters
1780 Hughes Landing Blvd,The Woodlands,TX,77380

Shelley Treadway Waters

Senior Vice President–Wealth Management

Financial Advisor

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
  • CA
  • CO
  • FL
  • IL
  • MI
  • MO
  • NM
  • NV
  • OK
  • SC
  • TN
  • TX
  • VA
  • WI

  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

LA Skyline

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings