Experience

Financial solutions for peace of mind

Caring for clients’ financial wellbeing comes naturally to Shelley. Growing up in a
family of 8, she understands the importance of building relationships. Shelley is
passionate about creating custom solutions and a dialogue with clients that go far
beyond a financial checklist. The Waters Group does not believe in “cookie cutter”
solutions. We address complex financial challenges unique to every client. Shelley’s
professional guidance brings over three decades of experience in wealth
management for multigenerational affluent families, business owners and
executives. The world is full of uncertainty. That’s why clients count on us for
peace of mind about their wealth.

Time is the real treasure

Meeting clients two to four times a year is essential. This allows us to listen for
changes in our clients’ lives that may impact their goals, risk tolerance or financial
well-being. Our goal is to identify potential red flags to avoid any issue. We conduct
a deep dive into investment strategy, tax efficiency and other key financial topics.
Our meetings end with a detailed next step agenda. Your overall wealth is important
— family, retirement, selling a business, education, healthcare, estate planning,
taxes, and social security. Our goal is to be your personal CFO, so you can spend
more time doing what you love with the people you care about most.

Life

Shelley loves to spend time with her family saltwater fishing and on beach vacations.  She is passionate about photography and forever chasing her personal best trout.  Shelley’s community involvement spans 45 years and includes serving the Education for Tomorrow Alliance, The Optimist Club, The Chamber of Commerce and The Woodlands Economic Development Partnership, The Woodlands Waterway Arts Festival, and Houston’s 5th Ward serving at-risk youth. 

Beyond dollars and cents

Wealth management is more than just about the bottom line. There is a
responsibility to get to know and understand each client’s specific needs and
challenges. At The Waters Group, Philip is on the front line working with clients
every day as the teams senior registered client associate and operations specialist.
This includes working closely with clients on administrative details related to their
UBS relationship including preparing documents, day-to-day processing and
coordinating actions with the team. He is also the team specialist for insurance and
annuities. Our clients don’t rely on toll-free numbers. Philip is just a local number
away. His financial knowledge, analytic skills and accessibility are invaluable to our
clients and our team.

A resource with the experience necessary to help clients succeed

Prior to joining UBS, Philip worked in the banking and insurance industries. Philip’s
attention to detail and analytic skill set allows him to create custom administrative
solutions and leverage UBS resources to offer clients the best of both worlds — a
local wealth management team with the strength of a global financial powerhouse.
The Waters Group provides custom solutions to help organize your financial life,
address complex financial challenges, and create peace of mind.

Life

Philip was raised in The Woodlands, TX and resides there with his wife Andrea, son Henry, and daughter, Lenore.  He is the owner of a small retail business dealing with sports merchandise and memorabilia.  Philip enjoys traveling and is a huge Disney fan including visiting the theme parks over 50 times and counting

Helping build financial stability in uncertain times

Megan understands first-hand the positive impact a financial plan can have on a
family. Growing up, she watched her single mom work multiple jobs and still
struggle financially. This led Megan to build a career where she can make a
difference by helping people manage and grow their money in a meaningful way.
With more than ten years of experience in the financial industry, today Megan is
proud to be part of a team with complimentary skill sets that provides wealth
management for affluent clients and their families. “I love to help our clients build
a strong financial foundation for their family and generations to come.”

A central, trusted financial resource for clients

Megan’s role with The Waters Group is diverse and she likes it that way. This gives
her great insight into helping The Waters Group serve clients as the central resource
in their financial lives. Her areas of focus include client administrative support,
portfolio investment screening, strategic new business development, team
marketing and event planning. Megan believes in a comprehensive, family-centered
approach to financial planning that enhances the connections between wealth,
family and the next generations. The Waters Group provides custom solutions to
help organize your wealth, address complex financial challenges, and create peace
of mind.

Life

Megan is co-chair for the UBS Young Professional Network - Texas Chapter.  Megan enjoys baseball with her son, RJ and husband Randall, while chasing her other twin boys, Rokzen and Ryken.  As a family they like to spend time together at the beach and salt-water fishing.  Megan enjoys volunteering for Montgomery County Women's Shelter and donating backpacks filled with school supplies, get-well cards and lunch bags to under privileged children