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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
