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.

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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
  • DE
  • FL
  • IL
  • MI
  • MO
  • NM
  • NV
  • OK
  • OR
  • 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.
  • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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