Lasting relationships. For all that matters

Co-workers having a conversation

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
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                Monica Payne

                Associate Director

                Supervisory Officer

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                • GA
                • HI
                • OK
                • TX

                      Home Worker TX
                      Home Worker TX, TX 000
                      monica.payne@ubs.com
                      Monica Payne
                      Home Worker TX,Home Worker TX,TX,000

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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