Your goals. Our comprehensive plan.

Seamands Sampson 2023

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three generations in front yard

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.

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    Michael Seamands

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • KS
    • KY
    • LA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OK
    • SD
    • TN
    • TX
    • UT
    • VA
    • WI

    Michael Seamands is a Senior Vice President and Wealth Advisor for UBS Financial Services Inc. Mike attended Oklahoma State, Harvard, and Colorado State where he earned a B.S. degree in business administration and marketing with a minor in psychology. Mike joined the financial industry in 1977 where he provides financial guidance and in-depth planning analysis for high net worth investors. He and his team specialize in services for oil & gas businessmen, physicians, business owners and retirees. In addition to his insurance license, Series 5, 7, 15,63 and 65, he also earned the designation of UBS Wealth Advisor, a title UBS restricts to a limited number of financial advisors who have demonstrated consistent excellence.  Mike utilizes a disciplined approach that covers the numerous issues important the High Net Worth clients.  In his free time, Mike stays active by golfing, exercising, skiing, and coaching softball.  He and his wife, Kerri, have three children.

     

     

     

     

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Oklahoma State
    • Harvard
    • Colorado State, B.S. Degree in Business Administration and Marketing with a Minor in Psychology
      6101 S. Broadway
      Suite 510
      Tyler, TX 75703
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      Jennifer Sampson

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • CA
      • CO
      • FL
      • GA
      • IA
      • IL
      • KS
      • KY
      • LA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NY
      • OK
      • SD
      • TN
      • TX
      • UT
      • VA
      • WI

      Jennifer began her career in financial services with Fidelity Investments in 1993.  For the past 18 years, she has worked as a Financial Advisor in Tyler.  A native of Dallas, Jennifer earned a bachelor of business administration degree in finance from The University of North Texas.  She subsequently earned the Series 7, 63 and 65 licenses, as well as her Texas life, health and annuity licenses.   Outside of the office, Jennifer keeps busy with her children's activities and a variety of volunteer work.  For the past 14 years, she has served on several boards and committees within the community, her church and her children's schools.  Jennifer and her husband, Robert, live in Tyler with their four children, Zachary, Molly, Cole and Carter. 

      • Forbes America’s Top Women Wealth Advisors, 2020, 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 Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • The University of North Texas, Bachelor of Business Administration in Finance
        6101 S. Broadway
        Suite 510
        Tyler, TX 75703
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        Andrea Sieben

        Client Associate

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        • AL
        • AR
        • CA
        • CO
        • FL
        • GA
        • IA
        • IL
        • KS
        • KY
        • LA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NY
        • OK
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

              6101 S. Broadway
              Suite 510
              Tyler, TX 75703
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              Tonya Skrocki

              Client Associate

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                      6101 S. Broadway
                      Suite 510
                      Tyler, TX 75703

                    US banking sector update: Where we are now

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational 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.

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                    $2.8 trillion

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                    As of 06/30/2022

                    51 countries

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