Insight-based advice

Aerial view of buildings

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.

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    Omar Bitar

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • FL
    • GA
    • KS
    • LA
    • MI
    • MO
    • MS
    • NJ
    • NV
    • NY
    • OK
    • TX
    • VA
    • WA
    • WY

    Bachelor's Degree Lamar University

    2007-2015  Morgan Stanley Smith Barney

    2015-Present   UBS Financial Services

    Series 7, 31, & 66

      • Lamar University, Bachelor's Degree
        3450 Dowlen Road
        Suite A
        Beaumont, TX 77706
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        Kevin Wagner

        Senior Wealth Strategy Associate

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        • GA
        • MO
        • TX
        • WA

        Bachelor's Degree  New Mexico St. University

        1979-1986       Merrill Lynch

        1986-1995       Rotan Mosle/Paine Webber

        1995-2015       Morgan Stanley Smith Barney

        2015-Present  UBS

        Series 3, 7 & 65

        Insurance Licensed

          • New Mexico St. University, Bachelor's Degree
            3450 Dowlen Road
            Suite A
            Beaumont, TX 77706
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            Brandy Dawn Head

            Senior Client Associate

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            • CO
            • TX

            Bachelor's Degree Sam Houston St. University

            2003-2015        Morgan Stanley Smith Barney

            2015-Present   UBS

            Series 7 & 66

              • Sam Houston St. University, Bachelor's Degree
                3450 Dowlen Road
                Suite A
                Beaumont, TX 77706

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              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

              Global leader

              UBS is a world-leading wealth manager

              Insights