Lasting relationships

Understanding what matters most to you

Telescope in window

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.

Young family at the beach

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.

  • Monty Holcombe

    Monty Holcombe

    Market Director

    • image
    • image

      Monty Holcombe is a Managing Director, Wealth Management, USA, and Market Director in College Station and Tyler. He is the founding and senior member of Holcombe and Associates at UBS Financial Services, Inc. with three decades of experience in wealth management.

      An industry veteran, Monty has dedicated his career to providing wealth management strategies for individuals, families, family foundations, business owners, and institutions, in Texas and across the country. Monty works diligently to demystify the investment and planning process by understanding client goals and values, and articulating the key activities needed to accomplish each goal. Most importantly, he focuses on creating long-term, trusting relationships to help his clients manage the complex, multi-generational challenges that accompany significant wealth.

      Monty and his team utilize the full range of UBS Financial Services, Inc. resources to tailor investment portfolios and strategies to meet their client’s needs, goals, and objectives.

      A proud graduate of Texas A&M University, Monty remains deeply engaged with his alma mater. He serves on the Leadership Council of the Association of Former Students, is a member of the Texas A&M Chancellor’s Century Council, as well as the 12th Man Foundation Champions Council. His commitment to give back extends beyond the university, having served on the boards of the American Cancer Society and the American Heart Association.

      Monty, Texas A&M Class of 1994, and his wife Leslie, ‘97, reside in Bryan and enjoy attending Aggie sporting events. They have two Aggie children, Hayden, ‘21, and Hudson, ‘24. Monty enjoys playing golf with his family and is an avid quail hunter.

            175 Century Square Dr.
            Suite 300
            College Station, TX 77840
            monty.holcombe@ubs.com
            Monty Holcombe
            175 Century Square Dr.,College Station,TX,77840
          • Heather Winslow

            Heather Winslow

            Associate Director

            Admin Manager

            • image
            • image
            • image
            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • IA
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • PR
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

            Heather Winslow is the Administrative Manager of the Tyler, Texas, Tulsa and Oklahoma City, OK offices. She brings to the firm over 20 years industry experience.

            Heather was most recently with Morgan Stanley as a Wealth Management Associate for a Private Wealth Management team serving ultra-high net worth clients. She previously worked at Wells Fargo Advisors as Complex Operations Manager for 13 years. Heather’s well-rounded knowledge of the business in both management and operational service give her a deep understanding of client service excellence and how important a financial advisor’s relationship is with each client.  She is a graduate of the University of Central Oklahoma with a degree in Finance. 

            Heather loves a good challenge and finding a solution for both internal and external clients. She enjoys traveling as much as possible, reading and spending time at the lake with family and friends.

                  4801 Gaillardia Parkway
                  Suite 100
                  Oklahoma City, OK 73142
                  heather.winslow@ubs.com
                  Heather Winslow
                  4801 Gaillardia Parkway,Oklahoma City,OK,73142
                • Salinda Nowell

                  Salinda Nowell

                  Director

                  Supervisory Officer

                  • image
                  • image
                  • image
                  • image
                  • TX

                  Salinda Nowell is a Director and Supervisory Officer for UBS Financial Services, Inc, she currently supervises multiple branches within the Central Texas Market. She began her career in the financial services industry in Dallas; has over 25 years of experience with a strong background in operations, taxable fixed income sales, trading, administration, and compliance.  She has lived and worked in Corpus Christi, Dallas, Denver, and New York City.  Prior to joining UBS, she worked at RW Baird, JP Morgan and Bear Stearns.  

                  Salinda graduated from the University of Texas at Dallas with a Bachelor of Science degree in Economics & Finance. 

                  She completed her Master of Business Administration (MBA) at Dallas Baptist University.

                  Salinda holds the Series 7, 9, 10, 63, 65 and insurance license.

                  She enjoys her spending time with family and friends in South Texas on the coast. 

                        800 North Shoreline Boulevard
                        North Tower, Suite 160
                        Corpus Christi, TX 75201
                        salinda.nowell@ubs.com
                        Salinda Nowell
                        800 North Shoreline Boulevard,Corpus Christi,TX,75201
                      Three generations in apple orchard

                      Turn possibilities into a plan

                      House View Monthly

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      Texas

                      Texas flood relief

                      Support and resources

                      Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                      Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                      The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6 trn

                      UBS Group invested assets
                      As of 12/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

                      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                      Go to privacy settings