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.

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.