How can you pursue what matters most?

Three business people at a desk

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.

Plans

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.

  • MR

    Marcus Rolls

    Market Executive

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            4400 Post Oak Parkway
            Houston, TX 77027
            marcus.rolls@ubs.com
            Marcus Rolls
            4400 Post Oak Parkway,Houston,TX,77027
          • Ann Fitzgerald Salazar

            Ann Fitzgerald Salazar

            Director

            Admin Manager

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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
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            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

                  750 Town and Country Blvd
                  Suite 400
                  Houston, TX 77024
                  ann.fitzgerald@ubs.com
                  Ann Fitzgerald Salazar
                  750 Town and Country Blvd,Houston,TX,77024
                • Allen Van Maanen

                  Allen Van Maanen

                  Associate Director

                  Supervisory Officer

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                  • TX

                        15958 City Walk
                        Suite 240
                        Sugar Land, TX 000
                        allen.vanmaanen@ubs.com
                        Allen Van Maanen
                        15958 City Walk,Sugar Land,TX,000
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

                      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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