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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Tommy has more than 25 years of financial services industry experience. As a Senior Vice President - Wealth Management, Tommy works closely with his clients to gain a true understanding of who they are and what's most important to them. The relationships he and his clients have established with each other drive the entire process; this enables Tommy to better understand clients' needs, goals, and risk tolerance. He uses this information, along with his knowledge and experience, to create comprehensive strategies for his clients. He focuses on retirement, financial planning, and wealth management.
Tommy, who was a Certified Public Accountant before joining UBS, has a Masters Degree in Business from Lamar University. He is a deacon at Calvary Baptist Church and active in Young Life for Youth, Lamar Alumni Assoc. and Symphony SE Texas.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Tommy has more than 25 years of financial services industry experience. As a Senior Vice President - Wealth Management, Tommy works closely with his clients to gain a true understanding of who they are and what's most important to them. The relationships he and his clients have established with each other drive the entire process; this enables Tommy to better understand clients' needs, goals, and risk tolerance. He uses this information, along with his knowledge and experience, to create comprehensive strategies for his clients. He focuses on retirement, financial planning, and wealth management.
Tommy, who was a Certified Public Accountant before joining UBS, has a Masters Degree in Business from Lamar University. He is a deacon at Calvary Baptist Church and active in Young Life for Youth, Lamar Alumni Assoc. and Symphony SE Texas.
Recognized as an industry leader:
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
