Let's move forward. Together.

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We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

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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.

  • Monty

    Monty Holcombe

    Managing Director–Wealth Management

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          175 Century Square Dr.
          Suite 300
          College Station, TX 77840
          monty.holcombe@ubs.com
          Monty Holcombe
          175 Century Square Dr.,College Station,TX,77840
        • Ryan Miller

          Ryan Miller

          Associate Director

          Admin Manager

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                  98 San Jacinto Boulevard
                  Suite 600
                  Austin, TX 78701
                  ryan-za.miller@ubs.com
                  Ryan Miller
                  98 San Jacinto Boulevard,Austin,TX,78701
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                  Sarah Wester

                  Associate Director

                  Supervisory Officer

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                  • FL
                  • TX

                        Home Worker FL
                        Home Worker FL, FL 000
                        sarah.wester@ubs.com
                        Sarah Wester
                        Home Worker FL,Home Worker FL,FL,000
                      • HD

                        Heather Dempsey

                        Director

                        Branch Operations Manager

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                        • AK
                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • ID
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MO
                        • MS
                        • MT
                        • NC
                        • NE
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OK
                        • OR
                        • PA
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VA
                        • WA
                        • WI
                        • WV

                              98 San Jacinto Boulevard
                              Suite 600
                              Austin, TX 78701
                              heather.dempsey@ubs.com
                              Heather Dempsey
                              98 San Jacinto Boulevard,Austin,TX,78701
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                              Carolina Ospina

                              Associate Director

                              Digital Specialist

                              Carolina works as a Digital Specialist for the North Texas branches which include, Austin, San Antonio, Corpus Christi, College Station and Waco.  Her role is to help our advisors and client with training and implementations of our digital platform tools. She has a BA in Psychology from the University of Texas at Arlington,  a Masters in Community Counseling from Argosy University-Dallas and she also holds the Series 7 & 66 licenses.  Carolina lives in Austin, TX with her 6 year old Daughter and 10 year old dog.

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                              Thomas Richter

                              Wealth Planning Associate

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                            A leading global wealth manager

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                            Turn possibilities into a plan

                            Texas

                            Texas flood relief

                            Support and resources

                            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $6 trn

                            UBS Group invested assets
                            As of 12/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

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