Insight-based advice

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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
    • CO
    • FL
    • GA
    • IA
    • KS
    • LA
    • MI
    • MO
    • NV
    • NY
    • OH
    • PA
    • TN
    • 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
        Suite A
        Beaumont, TX 77706
        omar.bitar@ubs.com
        Omar Bitar
        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
            kevin.e.wagner@ubs.com
            Kevin Wagner
            3450 Dowlen Road,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
                Suite A
                Beaumont, TX 77706
                brandy.head@ubs.com
                Brandy Dawn Head
                3450 Dowlen Road, Suite A,Beaumont,TX,77706

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

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              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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