Lasting relationships

Understanding what matters most to you

Chess pieces on a chessboard

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.

Four people meeting in glass office

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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    Kim Sheets, CFP, ChFC

    First Vice President–Wealth Management

    Branch Manager

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    • AL
    • CA
    • CO
    • FL
    • LA
    • MI
    • MO
    • MT
    • NC
    • NM
    • OK
    • TX
    • UT

        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Financial Consultant
        • Wealth Advisor
        800 North Shoreline Boulevard
        North Tower, Suite 160
        Corpus Christi, TX 78401

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

      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

      Insights