A real relationship

Helping you pursue your life's goals

We understand what it takes to run a successful business. It begins with dedicated individuals inspired to be the best and achieve the best for their company. And when it comes to providing the best solution for administering an equity compensation plan, it’s more important than ever to choose the right team. Talk to us about how we can deliver administration and participant support services that help you manage your plans with confidence. Our goals are clear: improving your plan’s flexibility and efficiency, while simplifying your daily involvement. We offer fully integrated solutions and, more importantly, advice—both to your organization as well as your plan participants and their families.

Equity award specialists for over 20 years
Professional wealth managers for over 20 years

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

V. Robert "Bobby" Fisher Jr.

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2010, 2013, 2014, 2015, 2016, 2017The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Steven Matthews

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Steve Matthews began his career at Merrill Lynch as a Financial Advisor in 1993 and later joined UBS in 1998. Steve graduated from Texas State University with a B.A. in Finance. He is a native Houstonian and has been married to his high school sweetheart, Natalie, for 20 years and they have 2 children, Berkley, age 18 and Colton, age 16. The family enjoys waterskiing, swimming, tennis and golf. Steve looks forward to volunteering each year at the Houston Livestock Show and Rodeo and the Houston Food Bank.
- Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Edgar "Deven" Hull

Senior Vice President–Wealth Management

Chartered Retirement Plans Specialist℠
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Deven joined UBS in 2007 after 10 years in the yachting industry. He received his Bachelor of Science in Business Administration. While there, he also sailed for the varsity team including winning the nation championship Fowle Trophy with the team in 1987. After college he met his wife Catherine and they have 2 children, Mallory (University of Texas) and Gabriel (Clemson University). The Hull family are the founders of CP Soccer Houston, a non-profit soccer club for kids that have cerebral palsy, stroke or traumatic brain injury. Deven still enjoys competitive sailing from local to international levels, fishing, coaching soccer and travel. His wealth management focus is private client management, financial planning, portfolio management, core portfolio construction and risk analytics.
- The College of Charleston, Bachelor of Science in Business Administration, Minor in Intermodal Transportation
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
- Wealth Advisor
- Certified Exit Planning Advisor
2525 Bay Area Boulevard
Houston, TX 77058
Edward "Ted" Hartz

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Ted Hartz began his career in financial services with UBS in October 2007. He is a native Houstonian and graduated from the University of Houston with a B.A. in Economics and a minor in Finance. Ted married his high school sweetheart, Kim in 2008. They have three children, Wilhelmina, Milo and Eleanor. Ted's wife, Kim, is a successful and published photographer who focuses on pet and newborn photography. Ted joined the Matthews/McIntire Wealth Management Team in 2009 as the team's Client Service Associate. He later became a partner as one of team's Financial Advisors. Ted's focus within the team is on Financial Planning. Ted received his Certified Financial Planner designation in 2017. Ted remains more committed than ever to helping individuals and families achieve their long-term financial goals through the financial planning process. Outside the office, Ted enjoys coaching his kids' sports teams, playing guitar, golfing and assisting his wife with photo shoots.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Toni Melinder

Senior Client Associate
View bio
- AZ
- CA
- CO
- FL
- LA
- TX
Toni Melinder joined UBS in 2009 in Private Wealth Management, having previously worked with Goldman Sachs and Morgan Stanley, serving high net worth families and businesses. She transitioned to Wealth Management in 2017 bringing over 40 years of wealth management experience to clients in her current role as Senior Registered Client Service Associate. Toni holds her Series 7 and 63 licenses. Toni enjoys giving back to her community by volunteering as a Team Captain for UBS’ annual Season of Service Campaign, which encourages employee community engagement and local giving. Toni is a native Houstonian and enjoys traveling and spending time with her family.
2525 Bay Area Boulevard
Houston, TX 77058
Pamela Thomas

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Pam has over 30 years of experience in the financial services business and specializes in excellent client service. She holds a Series 7, 63 and 66 license. She was first exposed to securities in Accounting 202 and has been hooked ever since.

Pam is originally from south Louisiana and attended the University of Louisiana at Lafayette. She moved to Atlanta, Georgia in 1986 where she began her financial services career. She has worked at regional and international firms and joined UBS in Atlanta in 2007 with her team from Lehman Brothers.

Pam has two children, Nick and Jessica. Nick resides in St. Petersburg, Florida and Jessica is married with a daughter and lives in Houston. After the birth of her granddaughter, Pam transferred from UBS in Atlanta to UBS in Houston. She purchased a home in the Heights and is enjoying exploring the city with her dog, Hank. Pam enjoys cooking, gardening, reading, sports and the outdoors, but especially spending time with family.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

V. Robert "Bobby" Fisher Jr.

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2010, 2013, 2014, 2015, 2016, 2017The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Steven Matthews

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Steve Matthews began his career at Merrill Lynch as a Financial Advisor in 1993 and later joined UBS in 1998. Steve graduated from Texas State University with a B.A. in Finance. He is a native Houstonian and has been married to his high school sweetheart, Natalie, for 20 years and they have 2 children, Berkley, age 18 and Colton, age 16. The family enjoys waterskiing, swimming, tennis and golf. Steve looks forward to volunteering each year at the Houston Livestock Show and Rodeo and the Houston Food Bank.
- Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Edgar "Deven" Hull

Senior Vice President–Wealth Management

Chartered Retirement Plans Specialist℠
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Deven joined UBS in 2007 after 10 years in the yachting industry. He received his Bachelor of Science in Business Administration. While there, he also sailed for the varsity team including winning the nation championship Fowle Trophy with the team in 1987. After college he met his wife Catherine and they have 2 children, Mallory (University of Texas) and Gabriel (Clemson University). The Hull family are the founders of CP Soccer Houston, a non-profit soccer club for kids that have cerebral palsy, stroke or traumatic brain injury. Deven still enjoys competitive sailing from local to international levels, fishing, coaching soccer and travel. His wealth management focus is private client management, financial planning, portfolio management, core portfolio construction and risk analytics.
- The College of Charleston, Bachelor of Science in Business Administration, Minor in Intermodal Transportation
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
- Wealth Advisor
- Certified Exit Planning Advisor
2525 Bay Area Boulevard
Houston, TX 77058
Edward "Ted" Hartz

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Ted Hartz began his career in financial services with UBS in October 2007. He is a native Houstonian and graduated from the University of Houston with a B.A. in Economics and a minor in Finance. Ted married his high school sweetheart, Kim in 2008. They have three children, Wilhelmina, Milo and Eleanor. Ted's wife, Kim, is a successful and published photographer who focuses on pet and newborn photography. Ted joined the Matthews/McIntire Wealth Management Team in 2009 as the team's Client Service Associate. He later became a partner as one of team's Financial Advisors. Ted's focus within the team is on Financial Planning. Ted received his Certified Financial Planner designation in 2017. Ted remains more committed than ever to helping individuals and families achieve their long-term financial goals through the financial planning process. Outside the office, Ted enjoys coaching his kids' sports teams, playing guitar, golfing and assisting his wife with photo shoots.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Toni Melinder

Senior Client Associate
View bio
- AZ
- CA
- CO
- FL
- LA
- TX
Toni Melinder joined UBS in 2009 in Private Wealth Management, having previously worked with Goldman Sachs and Morgan Stanley, serving high net worth families and businesses. She transitioned to Wealth Management in 2017 bringing over 40 years of wealth management experience to clients in her current role as Senior Registered Client Service Associate. Toni holds her Series 7 and 63 licenses. Toni enjoys giving back to her community by volunteering as a Team Captain for UBS’ annual Season of Service Campaign, which encourages employee community engagement and local giving. Toni is a native Houstonian and enjoys traveling and spending time with her family.
2525 Bay Area Boulevard
Houston, TX 77058
Pamela Thomas

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Pam has over 30 years of experience in the financial services business and specializes in excellent client service. She holds a Series 7, 63 and 66 license. She was first exposed to securities in Accounting 202 and has been hooked ever since.

Pam is originally from south Louisiana and attended the University of Louisiana at Lafayette. She moved to Atlanta, Georgia in 1986 where she began her financial services career. She has worked at regional and international firms and joined UBS in Atlanta in 2007 with her team from Lehman Brothers.

Pam has two children, Nick and Jessica. Nick resides in St. Petersburg, Florida and Jessica is married with a daughter and lives in Houston. After the birth of her granddaughter, Pam transferred from UBS in Atlanta to UBS in Houston. She purchased a home in the Heights and is enjoying exploring the city with her dog, Hank. Pam enjoys cooking, gardening, reading, sports and the outdoors, but especially spending time with family.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Our mission statement

What’s different about UBS

A double advantage

We draw on our expertise with your company’s plan and the resources from one of the leading wealth management firms. It’s a powerful combination.

A signature approach

Life is about much more than your assets. If you open a full-service account, we can take a comprehensive approach to planning that encompasses your entire financial picture.

From funding college to planning for retirement, from buying a vacation home to protecting your wealth, health and family—UBS can help you not just build wealth, but manage it, preserve it and most importantly, use it to live life on your terms.

Equity award solutions

What should you do with your equity award?

Good question. The Signature Wealth Management group has an in-depth understanding of your company’s equity plan, so we can help you make confident decisions about your award, whether you’re calling about vesting, buying shares, selling options or any other aspect of your plan.

But a better question to ask us is what should you do with the opportunity? Our experience in wealth management helps us understand the critical role equity can play in your financial life. Your award can turn into a bigger opportunity than you may have thought.

How we work with you

Analytics and strategy

Assist executives on the “how” and “when” to take stock options

Experienced in stock option analysis
StockOpter Personal Equity Compensation Profile
Monetization strategies
Insider trading plans—Rule 10b5-1
SEC filings for Section 16, Rule 144
Form 4 filing

Executive efficiency

Simple, effective and quick transactions and communications

Account Access and Logistics
Account opening and funding
Wires and money transfers
Rollovers, tax reporting questions
Online services setup and navigation
Communication with CPA and attorney

Next phase planning

Holistic planning for every stage of life

Executive lifestyle planning

Put multiple and disparate investment portfolios into context to respond to your goals and cash flow needs

Liquidity options

Lines of credit and mortgage solutions

Generational wealth transfer/estate planning

Access and coordinate with client’s legal and tax advisors

Promotion, retirement, B2B transfer

Transition analysis

Philanthropic giving

Donor-advised fund, CRT/CLT, and foundations

Investment management

Investment management designed to offset equity concentration risk

Multiple portfolios designed to meet your needs
Knowledgeable about using options and alternative investments to help reduce volatility
Tools: Bloomberg, Equity Desk, Institutional Sales Desk, outside institutions, Technical and Global Research

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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A real relationship

Pursuing your goals together

V. Robert "Bobby" Fisher Jr.

Steven Matthews

Edgar "Deven" Hull

Edward "Ted" Hartz

Toni Melinder

Pamela Thomas

V. Robert "Bobby" Fisher Jr.

Steven Matthews

Edgar "Deven" Hull

Edward "Ted" Hartz

Toni Melinder

Pamela Thomas

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Our mission statement

What’s different about UBS

Equity award solutions

How we work with you

Managing wealth is our craft

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

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