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.

binoculars

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
  • IL
  • IN
  • KS
  • LA
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • TN
  • TX

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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
Suite A
Beaumont, TX 77706
  • (409) 654-3253

Email Me

Why does A.I. in space matter?

Outlook on interest rates

Tree

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

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights