Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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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    • TX

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
          craig.vandegrift@ubs.com
          Craig Vandegrift
          4400 Post Oak Parkway,Houston,TX,77027
        • AP

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

          Executive Director

          Associate Market Executive

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          • AZ
          • DC
          • FL
          • MO
          • NM
          • 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
              • EM

                Elena Mischon

                Associate Director

                Admin Manager

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                • TX

                      1780 Hughes Landing Blvd
                      The Woodlands, TX 77380
                      elena.mischon@ubs.com
                      Elena Mischon
                      1780 Hughes Landing Blvd,The Woodlands,TX,77380
                    • 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
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          ElectionWatch 2024

                          24 questions for the '24 US election

                          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                          Download the report

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                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

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                          UBS is a leading and truly global wealth manager

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