A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

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    Craig Vandegrift

    Managing Director

    Branch Manager

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    • GA
    • MA
    • TX

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
        • AP 2021 Headshot

          M. Ann Page, CIMA, CRPC

          Executive Director

          Assistant Market Head

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          • AR
          • AZ
          • CA
          • DC
          • FL
          • GA
          • MO
          • NM
          • PA
          • TN
          • TX
          • VA

          M. Ann Page has over 40 years of experience in Financial Services and Wealth Management currently is the Assistant Market Head for the South Texas Market.  Prior to her current position, she was a Branch Manager for 8 years in The Woodlands and Greenspoint offices, Complex sales Manager, Assistant Complex Director, and Divisional Business Manager.  Ann began her career with PaineWebber Jackson & Curtis in New York, New York. While in NY, she designed and launched PaineWebber's custodianship and trust company as well as held the position of Divisional Equity Sales Manager. In 1990, Ann became one of the first female managers in the field for PaineWebber. 

          Ann earned her Certified investment Management AnalystSM(CIMA®) designation in 2002, her Chartered Retirement Planning CounselorSM (CRPC®) designation in 2010, her Certified Private wealth AdvisorSM(CPWA® and Certified Exit Planning AdvisorSM(CEPA®) designations in 2018.  In 2012, she was named "One of the Top 100 Branch Managers" by On Wall Street magazine.

          She received her Bachelors of Fine Arts (BFA) from Missouri State University. Ann is an avid long distance runner and coach and has completed a full marathon in all 50 states. Ann is a member of the Board of Directors for the Houston Livestock Show and Rodeo and a long time volunteer.  She also serves as a trustee for the Missouri State University Foundation.

          She is FINRA Series 3, 7, 8, 63, and 65 licensed as well as Texas Life, Health, and Long Term Care licensed.

            • Missouri State University, Bachelors of Fine Arts
            • Certified Investment Management Analyst®
            • Chartered Retirement Planning Counselor℠
            4400 Post Oak Parkway
            17th Floor
            Houston, TX 77027
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            Ann Fitzgerald Salazar

            Director

            Admin Manager

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            • HI
            • NC
            • TX

            Ann Fitzgerald Salazar, Complex Admin Manager for the Houston River Oaks Complex, has been in the Financial Services/Wealth Management business for more than 29 years. It began at PaineWebber Jackson & Curtis in the Houston Post Oak Central office in 1984. In 1992 she joined Transamerica Fund Distributors where she worked as an Internal Wholesaler and Managed the internalization of their Transfer Agent Operations from Merrill Lynch.

            She returned to PaineWebber in 1995 as an Operations Manager. Over her 20 years with UBS, she has held a variety of positions with UBS Financial Services including Operations Manager, Administrative Manager, and was appointed to her current position of Complex Administrative Manager in 2009.

            Ann received her Bachelor of Arts in Communication from University of Houston. She has completed 4 marathons - Dublin, Ireland; Washington D.C. Marine Corps; Boston and Houston.

            She is FINRA Series 8, 3, 7, 63, and 66 licensed as well as Texas Life, and Health licensed.

              • University of Houston, Bachelor of Arts in Communication
                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027
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                Winona Lampis

                Director

                Market Supervisory Officer

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                • CO
                • GA
                • HI
                • NC
                • TX

                      15958 City Walk
                      Suite 240
                      Sugar Land, TX 77479
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                      Marilyn Marr

                      Authorized Officer

                      Executive / Team Assistant

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                              4400 Post Oak Parkway
                              17th Floor
                              Houston, TX 77027

                            The Year Ahead - Sustainable Investing

                            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

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