Experience

Makes all the difference

Brian Truscott, CFP®, CRPC®, ChFC®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • IN
  • KS
  • LA
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • SC
  • TN
  • TX
  • UT
  • VA

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Northwestern University, Bachelor's Degree: 2000 - 2004

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Chartered Retirement Planning Counselor
2525 Bay Area Boulevard
Houston, TX 77058

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Amy Jay

Senior Client Associate

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.

Registered States:
  • AL
  • AZ
  • KS
  • LA
  • NC
  • TX

Education

  • 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

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Victoria Browning

Client Associate

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

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.

Education

  • 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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