Senior Vice President–Wealth Management
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.
Senior Client Associate
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.