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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Tom Drake, CIMA®, CRPC®, CEPA®

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. 

Thomas is a Director and Senior Portfolio Manager at the firm and is a Certified Exit Planning Advisor – CEPA® which enhances his ability to have value-added conversations with entrepreneurs around growth and successfully exiting the business.

He also earned his Certified Investment Management Analyst, CIMA® and his Chartered Retirement Planning Counselor, 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
  • IN
  • LA
  • NC
  • NM
  • PA
  • TX
  • VA

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
  • (281) 709-0433

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®, CEPA®

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • CA
    • CO
    • DE
    • FL
    • IN
    • LA
    • NC
    • NM
    • PA
    • TX
    • VA

    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. 

    Thomas is a Director and Senior Portfolio Manager at the firm and is a Certified Exit Planning Advisor – CEPA® which enhances his ability to have value-added conversations with entrepreneurs around growth and successfully exiting the business.

    He also earned his Certified Investment Management Analyst, CIMA® and his Chartered Retirement Planning Counselor, 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.

          2525 Bay Area Boulevard
          Houston, TX 77058
        • Toni Melinder

          Toni Melinder

          Senior Client Associate

          • image
          • image
          • 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

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