Let's move forward. Together.

Truscott Wealth Management Team Photo 2023

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 2023

    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
    • NJ
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA

    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, 2020, 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.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The 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.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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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    • AZ
    • KS
    • LA
    • NC
    • 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
      • Victoria Browning 2020

        Victoria Browning

        Client Associate

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          Victoria is conscientious, professional and quick to respond to client requests. She strives to make every client contact a positive experience and focuses on anticipating client's needs. Victoria has been in the financial services industry since 2018.

                2525 Bay Area Boulevard
                Houston, TX 77058
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                Missy Maxwell

                Client Associate

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                  Missy focuses on building client relationships and addressing the financial needs of our clients with efficiency. Missy holds a Bachelor’s degree in Psychology and a minor in Sociology from the University of Houston. Missy has been in the financial services industry since 2014.

                    • University of Houston, BA, Psychology : 1992 - 1994
                    • Alvin Community College, Associate Degree, Liberal Arts: 1990 - 1992
                      2525 Bay Area Boulevard
                      Houston, TX 77058

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                    UBS and Credit Suisse—stronger than ever

                    Your life, wealth and future

                    Your life, wealth and future

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                    UBS Wealth Way

                    Wealth from your point of view

                    An approach that works for your entire financial life
                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

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