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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Elias Wealth Management Profile Photo

  • Mark Elias Profile Photo

    Mark Elias

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NM
    • NY
    • OK
    • PR
    • TX
    • UT
    • VA

    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
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • 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
    20th Floor
    Houston, TX 77027
  • Bryan Charles Profile Photo

    Bryan Charles

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NM
    • NY
    • OK
    • PR
    • TX
    • UT
    • VA

    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
        20th Floor
        Houston, TX 77027
      • Lori Sommer Profile Photo

        Lori Sommer

        Authorized Officer

        Investment Associate

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        • CA
        • GA
        • LA
        • MD
        • MI
        • MN
        • TX

        Lori began her financial services career with Gibraltar Savings in Fort Worth, TX, while she was in high school. She graduated from Trinity University with a Bachelor of Science degree in Business Administration, became a Registered Representative in 1984, and moved to Houston to work as a Financial Advisor with Gibraltar Savings/ISFA Corporation.  Lori later returned to client service in 1987 with Kidder Peabody, and joined UBS in 2008.  Lori's focus is on operational and administrative matters and ensuring an outstanding client experience.  Lori is a Life Member of the Houston Livestock Show and Rodeo and has served as a Committee Volunteer since 2003.  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
            20th Floor
            Houston, TX 77027
          • Lynne Andrews Profile Photo

            Lynne Andrews

            Client Associate

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            • CA
            • FL
            • GA
            • LA
            • MD
            • MI
            • MN
            • TX

            Lynne graduated from the University of Houston with a Bachelor of Science degree in Criminology. She has already begun the process of becoming a Registered Associate. Lynne is an avid football enthusiast and volunteers regularly for the Houston Food Bank. She is also a staunch supporter of the Girl Scouts of America. 

              • University of Houston, Bachelor of Science in Criminology
                4400 Post Oak Parkway
                20th Floor
                Houston, TX 77027
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                Joshua George

                Wealth Strategy Associate

                Accredited Asset Management Specialist

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                • CA
                • CO
                • DE
                • FL
                • GA
                • LA
                • MA
                • MD
                • MI
                • MN
                • NC
                • NM
                • NY
                • OK
                • PR
                • TX
                • UT
                • VA

                  • University of Houston, B.A. in Economics
                  • University of Houston, B.A. in Religious Studies
                  • Accredited Asset Management Specialist
                  4400 Post Oak Parkway
                  20th Floor
                  Houston, TX 77027
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                As of 11/07/2023

                51 countries

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