The right moves for your financial future

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Thomas Rosellini, CFP, CIMA, CPWA

First Vice President–Wealth Management

Financial Advisor

I have provided comprehensive financial planning, tax planning and investment management services to individuals and small business owners for over 30 years. My well rounded experience includes several years as a tax manager for both Ernst & Young LLP and Arthur Andersen LLP as well as, several years as a financial planning analyst in a boutique financial planning firm. Key areas of experience include investment management, income tax planning, retirement planning, estate planning and business succession planning.

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

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Portfolio Manager
  • Certified Exit Planning Advisor

Lending services
4400 Post Oak Parkway
Suite 1800
Houston, TX 77027
  • (713) 940-2993

Email Me

Helping women take charge

Helping women take charge

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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