Let's move forward. Together.

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Mr. Weidemann has been with UBS Financial Services, Inc. since 1998.  He holds the firm's officers title of Senior Vice President – Wealth Management and Senior Portfolio Manager.

Experience to Guide You Forward

Throughout his tenure with UBS, Mr. Weidemann has helped clients navigate a wide range of market environments and economic conditions. He believes his strong client relationships are grounded in trust, clear communication, and personalized strategies aligned with short- and long-term financial goals. He has built his practice by taking a holistic approach to wealth management, Mr. Weidemann works closely with clients to understand their unique circumstances and priorities. His advisory relationships begin with a deep understanding of each client's needs and are supported by comprehensive wealth planning, risk management, and customized investment strategies designed to help clients pursue their financial objectives with confidence.

Professional Achievements and Education

Mr. Weidemann earned his Chartered Retirement Plans Specialist™ (CRPS®) designation through the College for Financial Planning in 2007.  Mr. Weidemann is registered by the Financial Industry Regulatory Authority (FINRA) and currently holds a Series 7, Series 63, Series 65, Life Insurance and Variable Insurance licenses.  

Outside the Office

Mr. Weidemann is a native Texan who enjoys spending time with his family and friends. He enjoys being involved with his church and community and has a passion for hunting, fishing and managing his ranch in Matagorda County.

• Chartered Retirement Planning Specialist

• TX

Rae Ann is a Senior Wealth Strategy Associate who’s been in the financial services industry since 1998.  Rae Ann brings a wealth of knowledge and longstanding commitment to providing exceptional client service.  Having spent her entire career at UBS Financial Services, she has developed a deep understanding of the importance of building strong lasting relationships with clients.  In her role, Rae Ann works closely with clients and the team to provide responsive, personalized service and help ensure that their needs are handled efficiently and professionally.

She holds FINRA Series 7 and Series 63 licenses.

In her free time she enjoys spending time with her family and pets.

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• AZ
• CA
• DE
• ID
• IN
• LA
• MD
• MT
• NC
• NJ
• NM
• NV
• NY
• OK
• PA
• TN
• TX

Heather has more than 20 years of experience in financial services including roles in banking, brokerage client service, management, compliance, and operations. Heather works closely with the team and clients to support a broad range of account and service needs, with a focus on responsive communication, attention to detail, and personalized service. She is dedicated to building strong client relationships and helping ensure a seamless experience for the individuals and families she serves.

Outside of the office, Heather enjoys spending time with her family, reading, crafting and volunteering.