Global access. Strategic solutions.

Private Wealth Management

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As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Plans

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Scott Fortney

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KS
    • LA
    • MD
    • MI
    • MS
    • MT
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • WA
    • WY

          Town Centre One
          750 Town and Country Blvd.
          Houston, TX 77024
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          Grant Fortney

          Managing Director–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • KS
          • LA
          • MA
          • MD
          • MI
          • MO
          • MS
          • MT
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • WA
          • WY

                Town Centre One
                750 Town and Country Blvd.
                Houston, TX 77024
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                Michael Nichley, CFA

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • IL
                • KS
                • LA
                • MA
                • MD
                • MI
                • MO
                • MS
                • MT
                • NJ
                • NM
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • WA
                • WY

                      Town Centre One
                      750 Town and Country Blvd.
                      Houston, TX 77024
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                      Mary Patranella

                      Senior Client Associate

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                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DE
                      • FL
                      • GA
                      • IL
                      • KS
                      • LA
                      • MA
                      • MO
                      • MT
                      • NJ
                      • NM
                      • NY
                      • OH
                      • OR
                      • SC
                      • TN
                      • TX
                      • WA
                      • WV

                            Town Centre One
                            750 Town and Country Blvd.
                            Houston, TX 77024
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                            Tami Grove

                            Senior Client Associate

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                            • AR
                            • CA
                            • CO
                            • GA
                            • LA
                            • MT
                            • NY
                            • SC
                            • TN
                            • TX

                                  Town Centre One
                                  750 Town and Country Blvd.
                                  Houston, TX 77024
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                                  Parker Joffrion

                                  Financial Advisor

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                                  • AZ
                                  • CA
                                  • CO
                                  • DE
                                  • FL
                                  • GA
                                  • HI
                                  • IL
                                  • KY
                                  • LA
                                  • MI
                                  • MO
                                  • MT
                                  • NC
                                  • NJ
                                  • NV
                                  • OK
                                  • PA
                                  • TN
                                  • TX
                                  • VA

                                        2525 Bay Area Boulevard
                                        Houston, TX 77058

                                      Focus on liquidity management

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                                      UBS and Credit Suisse—stronger than ever

                                      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

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