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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
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
Credentials
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
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
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
