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
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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.

                    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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                    Turn possibilities into a plan

                    Texas

                    Donor-advised funds

                    Year-end charitable giving

                    As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                    For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6.9 trn

                    UBS Group invested assets
                    As of 10/29/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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