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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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    John Zodrow, CFA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • IL
    • IN
    • KS
    • LA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • OH
    • TN
    • TX
    • UT
    • VA
    • WA

    John works for UBS Financial Services Inc. where he has been a Vice President – Investments since January 2009. He has been a Financial Advisor for individuals and small- to medium-sized businesses for twenty-five years. He is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst®. John attended Rice University and earned a Bachelor of Science in Mechanical Engineering and a Masters of Mechanical Engineering. John is the father of twin daughters and in his spare time enjoys playing tennis.

      • Rice University, Bachelor of Science in Mechanical Engineering and a Masters of Mechanical Engineering
      • Chartered Financial Analyst®
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      • Wealth Advisor
      15958 City Walk
      Suite 240
      Sugar Land, TX 77479
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      James Blair

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • IA
      • IN
      • KY
      • LA
      • MD
      • MI
      • MN
      • MS
      • NJ
      • NV
      • OH
      • TN
      • TX
      • UT
      • VA
      • WA

      I began my career in financial services in 1998, after earning my degree in Economics from the University of Texas. I have been with UBS Financial Services Inc. since 2009, where my focus is on providing financial services for individuals and small- to medium- sized business. My wife and I live with our daughter in Bellaire, Texas, where I enjoy running and golf.

        • University of Texas, Economics
        • Senior Portfolio Manager
        15958 City Walk
        Suite 240
        Sugar Land, TX 77479
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        Ann "Betsy" Thomas

        Senior Client Associate

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        • TX

              15958 City Walk
              Suite 240
              Sugar Land, TX 77479

            The circular economy: What is it?

            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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