Global access. Strategic solutions.

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

ecs 2025

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Adult daughter with mother exercising

Legacy planning

Three generations in apple orchard

Turn possibilities into a plan

Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

Making a lasting difference

mountain

Making a lasting difference

Tailored family office services

buildings

Tailored family office services

Advanced planning

Advanced planning

Advanced planning

mountain

We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

buildings

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Mark Elias Profile Photo

    Mark Elias

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • PR
    • SC
    • TX
    • UT
    • VA
    • VT
    • WI
    • WV

    As a CPA, Attorney and Private Wealth Advisor, Mark's entire career has been focused on advising clients on complex financial and business matters. Mark graduated from the University of Texas at Austin with a B.B.A. in Accounting and was a Silver Spur, a men's honorary service organization. He worked for Arthur Andersen & Co. and became a licensed CPA before earning his J.D. from the University of Houston. Mark practiced law with Fulbright & Jaworski and Weil, Gotshal & Manges. He was recruited to join Morgan Stanley's new Private Wealth Management Group in 1997 and has been with UBS since 2003. Mark resides in Houston, Texas with his wife, Courtnay, and their three boys.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • University of Texas at Austin, B.B.A. in Accounting
    • University of Houston, J.D.
    • Private Wealth Advisor
    • Senior Portfolio Manager
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    mark.elias@ubs.com
    Mark Elias
    4400 Post Oak Parkway,Houston,TX,77027
  • Bryan Charles Profile Photo

    Bryan Charles, CEPA

    Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Bryan graduated from Texas State University with a B.B.A. in Finance and Economics where he was active in the Financial Management Association Honor Society and Sigma Nu Fraternity. He worked at Merrill Lynch and Morgan Stanley before joining UBS in 2010. Bryan concentrates on investment analysis and ensures client portfolios are consistent with the group's investment direction. He assists in portfolio construction and monitors performance, continuously using performance based analytics to review and compare investment selections. Bryan is also the group's research liaison, conveying investment ideas along with market and portfolio updates. Bryan enjoys hunting, fishing, fitness, and Texas hold'em.

      • Texas State University, B.B.A. in Finance and Economics
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        bryan.charles@ubs.com
        Bryan Charles, CEPA
        4400 Post Oak Parkway,Houston,TX,77027
      • wynne

        B. Wynne Sharpe, CEPA®

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV

              3700 Glenwood Ave
              Suite 300
              Raleigh, NC 27612
              wynne.sharpe@ubs.com
              B. Wynne Sharpe, CEPA®
              3700 Glenwood Ave,Raleigh,NC, 27612
            • Lori Sommer Profile Photo

              Lori Sommer

              Authorized Officer

              Investment Associate

              • image
              • image
              • CA
              • DE
              • GA
              • LA
              • MD
              • MI
              • MN
              • NY
              • TX

              How I serve my clients

              Lori specializes in ensuring an outstanding client experience in account onboarding and servicing, enhancing the overall client relationship. She also assists the team in handling operational and administrative matters.


              What makes me knowledgeable

              Lori graduated from Trinity University with a B.S. in business administration, and she subsequently became a Registered Representative and moved to Houston to work as a financial advisor with Gibraltar Savings/ISFA Corporation. She returned to client service in 1987 with Kidder Peabody and joined UBS in 2008.


              Getting to know me

              Lori is a Life Member of the Houston Livestock Show and Rodeo and Lifetime Committeeman. She enjoys spending time outdoors with her husband and entertaining family and friends.

                • Trinity University, Bachelor of Science in Business Administration
                  4400 Post Oak Parkway
                  17th Floor
                  Houston, TX 77027
                  lori.sommer@ubs.com
                  Lori Sommer
                  4400 Post Oak Parkway,Houston,TX,77027
                • Lynne Andrews Profile Photo

                  Lynne Andrews

                  Team Administrator

                  • image
                  • image
                  • image
                  • CA
                  • DE
                  • FL
                  • GA
                  • LA
                  • MD
                  • MI
                  • MN
                  • NY
                  • TX

                  How I serve my clients

                  Lynne focuses on supporting the team by enhancing the client experience through excellent service, assisting with marketing and client events, and managing the alternative investment process.


                  What makes me knowledgeable

                  Prior to joining the team, Lynne worked at Goodman Financial as a client service administrator. Previously, she spent 20 years at James E. Brill, P.C. as an estate planning/probate paralegal. Lynne received an A.A.S. degree as a legal assistant and a certificate of technology in accounting from San Jacinto Community College. She continued her education and earned a B.S. in criminology from the University of Houston.


                  Getting to know me

                  Originally from Uxbridge, England, Lynne moved to the United States with her family during childhood. Outside of the office, she is passionate about travel, unapologetically obsessed with football (and Tom Brady), and a devoted fan of the Houston Theater District. But more than anything, Lynne treasures time spent with her two grandsons, her family, and close friends.

                    • University of Houston, Bachelor of Science in Criminology
                      4400 Post Oak Parkway
                      17th Floor
                      Houston, TX 77027
                      lynne.andrews@ubs.com
                      Lynne Andrews
                      4400 Post Oak Parkway,Houston,TX,77027
                    • Moira Trott

                      Moira Trott

                      Authorized Officer

                      Registered Client Associate

                      • image
                      • image
                      • CT
                      • FL
                      • MT
                      • NC
                      • SC
                      • TX
                      • VA

                      How I serve my clients

                      Moira manages the full lifecycle of client administrative and operational needs with a proactive approach and genuine desire to deliver an exceptional client service experience.


                      What makes me knowledgeable

                      Moira began her career in the financial services industry in 2010 as a Client Associate at Gilford Securities, a boutique investment firm in New Jersey. She joined UBS in 2012 and has subsequently held several roles at the firm, including Communications Coordinator, Executive Team Assistant and, most recently, Registered Client Associate. Moira graduated from Lehigh University with a B.A. in psychology.


                      Getting to know me

                      Moira is passionate about health and fitness, and she enjoys going to the beach and spending time with her family, friends and dogs. 

                       

                            3700 Glenwood Avenue
                            Suite 300
                            Raleigh, NC 27612
                            moira.trott@ubs.com
                            Moira Trott
                            3700 Glenwood Avenue,Raleigh,NC,27612
                          • Arella

                            Arella Szlapak

                            Client Associate

                            • image
                            • image

                              How I serve my clients

                              Arella manages a variety of client needs with excitement and a genuine desire to deliver an exceptional client service experience.


                              What makes me knowledgeable

                              Arella graduated from Davidson College in 2024 with a B.A. in English and anthropology. Recently joining UBS as a Client Associate, she brings a diverse background, as well as a variety of internships, which position her very well to serve her clients. She is eager to utilize her knowledge in her daily work.


                              Getting to know me

                              Arella grew up in Kenya and attended high school in the U.K., and she continues to enjoy travelling both inside and outside of the U.S. She is a keen hiker, windsurfer and skydiver and generally loves adventures of any kind.

                               

                                    4400 Post Oak Parkway
                                    17th Floor
                                    Houston, TX 77027
                                    arella.szlapak@ubs.com
                                    Arella Szlapak
                                    4400 Post Oak Parkway,Houston,TX,77027
                                  • arttu

                                    Arttu Emil Fiva

                                    Client Associate

                                    • image
                                    • image

                                      How I serve my clients

                                      Arttu supports the delivery of tailored investment strategies and financial solutions for ultra-high-net-worth individuals and families. He focuses on in-depth research, operational support, analytical insights, and portfolio management, helping the team deliver an exceptional client experience with precision and care.


                                      What makes me knowledgeable

                                      Arttu earned a B.S.B.A. in accounting and finance from Christopher Newport University, where he also played varsity tennis, and he went on to complete a master’s degree in accounting at the University of Virginia. Before joining UBS, Arttu spent six years in the international oil and gas sector with Equinor, a Norwegian energy company, with assignments across four continents. Arttu is a licensed CPA and has passed the CFA Level I exam.


                                      Getting to know me

                                      Originally from Finland and now based in Houston, Arttu brings a global perspective to client service. Outside of UBS, he enjoys traveling with his wife, Helena, and staying active through tennis, pickleball and padel.

                                       

                                            4400 Post Oak Parkway
                                            20th Floor
                                            Houston, TX 77027
                                            arttu.fiva@ubs.com
                                            Arttu Emil Fiva
                                            4400 Post Oak Parkway,Houston,TX,77027

                                          A leader in wealth management

                                          Backed by the strength of our parent company, UBS AG

                                          $6 trn

                                          UBS Group invested assets
                                          As of 12/31/2024

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a leading and truly global wealth manager

                                          Insights

                                          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                                          Go to privacy settings