Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Thomas Drake, CIMA®, CRPC®

Senior Vice President–Wealth Management

Certified Investment Management Analyst®

The Drake Financial Group is dedicated to assisting owners, executives and employees in the petrochemical and medical industries with a wide range of financial needs, including retirement income planning.

We have unique access to exclusive research and unmatched global resources through UBS. We draw on our insight and vast resources to craft a plan that is clear and achievable, with a goal of withstanding uncertain markets and economic cycles. We are committed to working with you to not only create a plan, but to engage world-class solutions, bringing the full resources of UBS to bear on your financial goals. 

He has earned his Certified Investment Management Analyst®, CIMA® and his Chartered Retirement Planning CounselorSM, CRPC® certification. Tom is supported by Toni Melinder. She is a Senior Registered Client Service Associate. Thomas is FINRA registered and holds series 7, 9, 10, 66 as well as licenses for life and variable annuities. He earned a Bachelors of Science degree in Entrepreneurship from California State University.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • IL
  • NC
  • NM
  • OH
  • PA
  • TX
  • VA

  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

  • Bachelor of Science Degree in Entrepreneurship, California State University

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
2525 Bay Area Boulevard
Houston, TX 77058

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Tom Drake 2

    Tom Drake, CIMA®, CRPC®

    Senior Vice President–Wealth Management

    • image
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    • CA
    • CO
    • DE
    • FL
    • IL
    • NC
    • NM
    • OH
    • PA
    • TX
    • VA

    Growing up I struggled watching the people around me make poor decisions that created negative financial habits. I felt compelled to teach better behaviors utilizing proper financial management allowing me to ensure a lifetime of wealth for my clients and their future generations.  We strive to assist them in living their best life and I find satisfaction in knowing that I helped serve in that capacity.

    It is my understanding that clients choose to work with me because of the amount of detail and care I put into planning, investment strategies and the quality of the discussions we have around the major financial decisions they are faced with.  By establishing these meaningful connections and taking the time to really understand each individual client by diving deep into the client’s beliefs, desires, and attitudes toward money we formulate a long-standing relationship that withstands the changes in their circumstances and market movements over time.

    My attention to detail, moral principles based on the idea that hard work is fundamentally valuable and worth pursuing is reflected in the quality time I spend preparing, delivering, and executing on the solutions my clients and I come up with through transparency and meaningful collaboration and respect.

    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        2525 Bay Area Boulevard
        Houston, TX 77058
        tom.drake@ubs.com
        Tom Drake, CIMA®, CRPC®
        2525 Bay Area Boulevard,Houston,TX,77058
      • Toni Melinder

        Toni Melinder

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • LA
        • TX

        Toni Melinder joined UBS in 2009 in Private Wealth Management, having previously worked with Goldman Sachs and Morgan Stanley, serving high net worth families and businesses.   She transitioned to Wealth Management in 2017 bringing over 40 years of wealth management experience to clients in her current role as Senior Registered Client Service Associate. Toni holds her Series 7 and 63 licenses. Toni enjoys giving back to her community by volunteering as a Team Captain for UBS’ annual Season of Service Campaign, which encourages employee community engagement and local giving. Toni is a native Houstonian and enjoys traveling and spending time with her family.

              2525 Bay Area Boulevard
              Houston, TX 77058
              toni.melinder@ubs.com
              Toni Melinder
              2525 Bay Area Boulevard,Houston,TX,77058
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            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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