Lasting relationships

Understanding what matters most to you

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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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

Managing Director–Wealth Management

Market Director
View bio
- 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
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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

Associate Director

Admin Manager
View bio
- 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

Director

Supervisory Officer
View bio
- 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 78401

salinda.nowell@ubs.com

Salinda Nowell

800 North Shoreline Boulevard,Corpus Christi,TX,78401

Monty Holcombe

Managing Director–Wealth Management

Market Director
View bio
- 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
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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

Associate Director

Admin Manager
View bio
- 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

Director

Supervisory Officer
View bio
- 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 78401

salinda.nowell@ubs.com

Salinda Nowell

800 North Shoreline Boulevard,Corpus Christi,TX,78401

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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.}

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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

Lasting relationships

How UBS empowers our financial advisors

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