Let's move forward. Together.

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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.

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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.

  • CV

    Craig Vandegrift

    Managing Director

    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

          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024
          craig.vandegrift@ubs.com
          Craig Vandegrift
          750 Town and Country Blvd,Houston,TX,77024
        • AP

          M. Ann Page, CPWA, CIMA, CEPA, CRPC

          Executive Director

          Associate Market Executive

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          • AZ
          • DE
          • FL
          • MO
          • NM
          • NY
          • RI
          • TN
          • TX
          • VA

                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027
                ann.page@ubs.com
                M. Ann Page, CPWA, CIMA, CEPA, CRPC
                4400 Post Oak Parkway,Houston,TX,77027
              • AF

                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
                • NM
                • NV
                • NY
                • 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
                    • CW

                      Chere Ward

                      Director

                      Market Supervisory Officer

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                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            chere.ward@ubs.com
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
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                            Clint Roberts

                            Associate Director

                            Executive / Team Assistant

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                                    Clint Roberts

                                  Connecting you to the deep resources of UBS

                                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                                  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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