Let's move forward. Together.

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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Your primary source for financial advice

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.

  • Ann Page

    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
        • 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
                17th 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

                      With over 17 years of experience in the wealth management industry, Andrew Hernandez brings a deep well of expertise and a steadfast commitment to operational excellence in his role as Market Operations Officer at UBS. His career reflects a dynamic blend of client-focused service, strategic leadership, and operational oversight.

                      Andrew began his journey in financial services as a Financial Advisor, where he developed a strong foundation in client relationship management and financial planning. His ability to navigate complex financial landscapes and deliver tailored solutions quickly earned him recognition and advancement into management roles. Over the years, Andrew has successfully led teams and overseen critical operational and compliance functions, consistently driving efficiency and upholding the highest standards of integrity.

                      A proud graduate of Texas A&M University, Andrew holds a degree in Agricultural Economics. He grew up in Victoria, Texas, and maintains a strong connection to his hometown and its values, which continue to shape his approach to leadership and service.

                      Outside of work, Andrew is a passionate supporter of Texas A&M athletics and enjoys an active lifestyle that includes running, biking, cross-training, and golf. He also treasures time spent with his six-year-old daughter, embracing the balance between professional dedication and personal fulfillment.

                            4400 Post Oak Parkway
                            17th Floor
                            Houston, TX 77027
                            andrew.j.hernandez@ubs.com
                            Andrew Hernandez
                            4400 Post Oak Parkway,Houston,TX,77027
                          • DeAnna

                            DeAnna Atkinson

                            Digital Specialist

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                              DeAnna Atkinson is a distinguished Digital Specialist at UBS Financial Services, Inc., serving the Central Texas and Houston Markets. With a strong foundation in digital strategy and technology optimization, DeAnna leads initiatives that enhance advisor efficiency, elevate client engagement, and drive innovation across platforms.

                              She is known for her proactive leadership in organizing digital consultations, training sessions, and strategic meetings that support business growth and transformation. DeAnna’s expertise spans a wide array of UBS tools and she regularly advises on best practices for leveraging these platforms to streamline operations and improve client service.

                              Her recent work includes spearheading adoption of GenAI-powered tools and helping teams surface timely CIO and IB research insights with speed and precision. She also plays a key role in transitioning workflows to software, ensuring seamless integration and continuity as legacy systems are retired.

                              Beyond her technical acumen, DeAnna is deeply committed to collaboration and mentorship, frequently supporting colleagues with biography creation, headshot coordination, and digital onboarding for new team members. Her dedication to excellence and community impact is reflected in her involvement with philanthropic events such as Heart Health Day and Susan G Komen.

                                    4400 Post Oak Parkway
                                    Houston, TX 77027
                                    deanna.atkinson@ubs.com
                                    DeAnna Atkinson
                                    4400 Post Oak Parkway,Houston,TX,77027
                                  Three generations in apple orchard

                                  Turn possibilities into a plan

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                                  A leading global wealth manager

                                  Texas

                                  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.

                                  A leader in wealth management

                                  Backed by the strength of our parent company, UBS AG

                                  $6.9 trn

                                  UBS Group invested assets
                                  As of 10/29/2025

                                  51 countries

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                                  UBS is a leading and truly global wealth manager

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