Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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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    Gretchen Hargroder

    Vice President–Wealth Management

    Branch Manager

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    • AK
    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • IA
    • IN
    • LA
    • MO
    • NC
    • NV
    • OK
    • OR
    • TX

          3450 Dowlen Road
          Suite A
          Beaumont, TX 77706
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          Patricia "Trish" Wilkinson

          Associate Director

          Assistant Operations Manager

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          • AR
          • CA
          • CO
          • LA
          • TX

          Trish has over 17 years of experience in the financial services industry with PaineWebber and UBS. She began as a New Account clerk at the PaineWebber Sugarland office and then transferred to the River Oaks office before joining the Beaumont branch. She has spent the last 11 years in the Beaumont as an Operations Manager and is currently the Administrative Manager for the Beaumont branch. She has one daughter, Amanda. Trish and her husband, Ric, enjoy riding motorcycles and sailing.

                315 Deaderick Street
                Suite 500
                Nashville, TN 37238

              US banking sector update: Where we are now

              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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