Keep on track with the right financial advice

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Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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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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    Shelley Waters

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • DC
    • FL
    • IA
    • LA
    • MI
    • MO
    • NM
    • NV
    • OH
    • OK
    • OR
    • SC
    • TX
    • VA
    • WA
    • WI

    Making client goals a priority

    Shelley’s professional guidance and experience have helped clients since 1984, when she began working in financial services with Merrill Lynch. After joining UBS in 2008, she garnered the prestigious UBS Wealth Advisor designation, as an advisor who is qualified to provide highly personal wealth management services. With over 50 years of collective experience, Shelley and her team provide financial planning, investment counseling and retirement solutions to a select group of wealthy families, corporate executives and small to mid-sized business owners. She is dedicated to being a trusted resource for her clients, there to help them find a straightforward path to financial security.

    Shelley was drawn to the financial services industry while still in college, as she came to understand that earning money was only part of the financial equation—saving and investing it were equally important. In part, this was due to the example of her grandmother, who had gone from a modest income to great wealth, before passing away penniless. This experience resonates with her even today; Shelley’s goal, day after day, is to provide solid advice and guidance so her clients never have to worry about their finances again.

    Outside of UBS

    Shelley believes in giving back to her community. The highlights of her many decades of community service include: serving as the chairman of the board for The Woodlands Economic Development Partnership, Education for Tomorrow Alliance and The Woodlands Optimist Club, and as a board member and treasurer for The Woodlands Waterway Arts Council. She has been happily married to her husband, Randy, for over 35 years, and loves spending time with their children, Randall Jr. and Missy, as well as their grandson, RJ, and their daughter-in-law, Megan. They enjoy saltwater fishing, racing, exploring beaches all over the country and having large dinners with extended family.

    • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Texas A&M University, B.S., Economics, with a focus on Stock and Commodities Markets, and Statistics
    • Wealth Advisor
    1780 Hughes Landing Blvd
    3 Hughes Landing, Suite 200
    The Woodlands, TX 77380
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    Philip Schneider

    Client Associate

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    • AL
    • CA
    • CO
    • FL
    • IA
    • LA
    • MI
    • NM
    • NV
    • OH
    • OK
    • SC
    • TX
    • VA

    Disciplined client service

    Philip enjoys providing helpful and disciplined client service that covers all aspects of a client’s financial life. His role on the team is to provide operational and administrative support.

    Philip joined UBS in July 2007, looking for a career where he could serve others in helping them achieve the life they want to live. He graduated from the honors program at Baylor University with a B.B.A. in economics and holds his Series 7 and 66 securities licenses. He has been in the financial industry since 2003 and has a background in banking and insurance. Philip joined The Waters Group in 2014.

    Outside of UBS

    In his spare time, Philip runs a small retail store specializing in sports merchandise. He lives in the Woodlands area with his wife, Andrea, and their newborn son, Henry.

      • Baylor University, B.B.A. in Economics
        1780 Hughes Landing Blvd
        3 Hughes Landing, Suite 200
        The Woodlands, TX 77380
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        Megan Waters

        Client Associate

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          A foundation for success

          Megan provides attentive personal service to clients, helping to provide solutions for individuals and families that create a foundation that will lead them to success. In addition, she focuses on a number of important areas for the team—investment portfolio screening, team branding, event planning and business development.

          Growing up, Megan watched her single mother work multiple jobs, yet still struggle financially. Before graduating cum laude from Sam Houston State University with a double B.A. in banking and finance, she interned for four years at UBS and realized she had found her calling—to help people solve the kind of financial issues that her mother had faced.

          Outside of UBS

          Megan volunteers her time at the Montgomery County Women’s Center as well as the Oak Ridge Woodlands Area Little League. Family is very important to her. She and her husband, Randall, a business owner and professional racecar driver, have been together since 2008 and got married in 2014. They enjoy fishing, racetracks and spending time outdoors with their young son, who loves anything to do with wheels and baseball

            • Sam Houston State University, Double B.A. in Banking and Finance
              1780 Hughes Landing Blvd
              3 Hughes Landing, Suite 200
              The Woodlands, TX 77380

            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