The right moves for your financial future

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Thomas Rosellini, CFP, CIMA, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Tom has over 30 years of experience providing comprehensive wealth management services in the areas of investment management, estate and trust planning, financial planning, income tax planning, lending, charitable giving and asset protection. He works with a diversified client base including executives, small business owners, professional athletes, and high net worth families.

Prior to joining UBS Financial Services, Inc., Tom was with Smith Barney, now Morgan Stanley Wealth Management as a Financial Advisor and Arthur Andersen LLP as a Tax Manager in the Private Client Group in Houston.

Tom attended the University of Miami in Coral Gables, Florida and graduated from the University of Houston with a degree in Accounting. He is a Certified Financial Planner (CFP®), Certified Exit Plan Advisor (CEPA®) and, in addition, he has earned the Certified Investment Management Analyst (CIMA®) designation through The Wharton School of Business and the Certified Private Wealth Advisor (CPWA®) designation through the University Of Chicago Booth School Of Business. He is a member of The Financial Planning Association and the Investment Management Consultants Association. Tom is also an FAA licensed pilot and a member of the Aircraft Owners and Pilots Association.  

Tom lives in Houston with his wife, Cindy and son Casey. He also spends time at the family vacation home in Kauai, Hawaii.

Registered States:
  • AR
  • CA
  • CO
  • CT
  • FL
  • HI
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • TN
  • TX
  • VA
  • WA


  • University of Miami - Coral Gables, FL
  • Bachelor of Science in Accounting, University of Houston


  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Portfolio Manager
  • Certified Exit Planning Advisor

Financial planning
Estate planning strategies
Exit planning
Custom portfolios
Sustainable investing
Lending services
Business Owners
4400 Post Oak Parkway
Suite 1800
Houston, TX 77027
  • (713) 940-2993

Email Me

Sustainable investing

Helping women take charge

Helping women take charge

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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As of 03/31/2024

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