Insight-based advice

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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Wendy Nobles, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Wendy Nobles is a native of Beaumont, Texas and has over 20 years of experience in financial services. She started her career in public accounting after graduating from Lamar University with a BBA in Accounting. Wendy has cultivated a specialization in retirement and business planning. She works closely with individuals and companies to manage both their investments and liabilities.

California insurance license # 0N04525

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IA
  • IN
  • KS
  • LA
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • TN
  • TX

  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The 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, 2020, 2021, 2022The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BBA in Accounting, Lamar University - Beaumont, TX

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
3450 Dowlen Road
Suite A
Beaumont, TX 77706
  • (409) 654-3253

Email Me

The Year Ahead - Sustainable Investing

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

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