Let's move forward. Together.

Truscott Wealth Management 2020

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Brian Truscott 2020

    Brian Truscott, CFP®, CRPC®, ChFC®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IL
    • IN
    • KS
    • LA
    • MI
    • MS
    • NC
    • ND
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA

    Brian provides investment advice and guidance to a select group of families and businesses in the Houston area and throughout the country. He assists affluent families, retirees, successful business owners and their related companies, and corporate executives who value the strategic approach and resources he brings to the relationship.

    Brian is a graduate of Northwestern University in Evanston, IL and he holds the CERTIFIED FINANCIAL PLANNER™ certification. In addition to being a CFP® certificant, Brian holds the Chartered Retirement Planning CounselorSM and the Chartered Financial Consultant® designation.

    Brian joined UBS after working in the financial services industry since 2004. He is an avid sports fan and enjoys playing both golf and racquetball. He is an active volunteer teaching financial life skills through Junior Achievement at local high schools. As well, he previously served on the board of the Northwestern Alumni Association Club of Houston. Brian, his wife Elisa, and their two daughters live in League City.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Northwestern University, Bachelor's Degree: 2000 - 2004
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Consultant
    • Chartered Retirement Planning Counselor℠
    2525 Bay Area Boulevard
    Houston, TX 77058
  • Amy Jay 2020

    Amy Jay

    Senior Client Associate

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    • TX

    Amy offers a wealth of knowledge and access to the investment resources of UBS to help clients address the various aspects of their financial lives. Amy holds a Bachelor's degree in Spanish from Texas A&M University and a Master's in Spanish Translation and Interpreting from University of Texas Rio Grande Valley. Amy has been in the financial services industry since 2012.

      • University of Texas Rio Grande Valley, Master's Degree, Spanish Translation & Interpreting: 2014 - 2018
      • Texas A&M University, MBA, Marketing: 1996 - 1998
      • Texas A&M University, BA, Spanish Language and Literature: 1994 - 1996
        2525 Bay Area Boulevard
        Houston, TX 77058
      • Lindsay Arvin 2020

        Lindsay Arvin

        Senior Wealth Strategy Associate

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        • TX

        Lindsay Arvin specializes in onboarding new clients and helps to address any questions about the various aspects of their financial lives. Lindsay Arvin holds a Bachelor's degree in Psychology from Indiana University of Pennsylvania and a Master’s  in Finance from University of Houston- Clear Lake. Lindsay Arvin has been in the financial services industry since 2018.

          • University of Houston - Clear Lake, M.S. in Finance: 2016 - 2018
          • Indiana University of Pennsylvania, B.A. in Psychology: 2008 - 2012
            2525 Bay Area Boulevard
            Houston, TX 77058
          • Victoria Browning 2020

            Victoria Browning

            Client Associate

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              Victoria is conscientious, professional and quick to respond to client requests of all kinds. She strives to make every client contact a positive experience. Victoria has been in the financial services industry since 2018.

                    2525 Bay Area Boulevard
                    Houston, TX 77058
                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Your life, wealth and future

                  Your life, wealth and future

                  How can you be more certain in an uncertain market?

                  Let's put your plan in place, for today, tomorrow and for generations to come

                  You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                  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

                  #1

                  Global Equity Research 

                  Institutional Investor, 2021 Global Rankings