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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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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Marcus Rolls

    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 Page

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

            Executive Director

            Associate Market Executive

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            • AZ
            • 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
                • Sara Healy

                  Sara Healy

                  Director

                  Market Administrative Officer

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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
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OK
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WV
                  • WY

                        4400 Post Oak Parkway
                        20th Floor
                        Houston, TX 77027
                        sara.healy@ubs.com
                        Sara Healy
                        4400 Post Oak Parkway,Houston,TX,77027
                      • Chere Ward

                        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
                            • Andrew Hernandez

                              Andrew Hernandez

                              Director

                              Branch Operations Manager

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                              • OK
                              • TX

                                    4400 Post Oak Parkway
                                    20th Floor
                                    Houston, TX 77027
                                    andrew.j.hernandez@ubs.com
                                    Andrew Hernandez
                                    4400 Post Oak Parkway,Houston,TX,77027
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                                    DeAnna Atkinson

                                    Digital Specialist

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                                            4400 Post Oak Parkway
                                            Houston, TX 77027
                                            deanna.atkinson@ubs.com
                                            DeAnna Atkinson
                                            4400 Post Oak Parkway,Houston,TX,77027
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                                          Turn possibilities into a plan

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                                          A leading global wealth manager

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                                          Donor-advised funds

                                          Year-end charitable giving

                                          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                                          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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