Deidre Anderson is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 31 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Diana Skerl is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Elena Bianchi is a financial advisor at UBS Financial Services in Houston, TX, with 37 years of industry experience. She has been with UBS Financial Services since 2010 and Ubs Ag since 2008. Outside of her advisory role, she is a partner in Mossy Ridge Ranch LLC, where she is involved in cattle raising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

David Dodd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work through a broad network of advisors using proprietary research and model-based asset allocations.

Elizabeth Zuniga is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with UBS since 2010. Outside of her advisory work, she serves as Vice President of the Bridgeland High School Band Boosters, supporting the band and color guard programs through fundraising and committee organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services, tailoring strategies using proprietary research and model-driven asset allocations.

Donald Atherton is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. In addition to his advisory role, he is involved in non-variable insurance businesses, including Integrated Benefits Solutions, Inc. and Bashaw & Atherton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to alternative product distribution.

Michael Helfenberger is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 license with 11 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as an advisor to a start-up that provides funding to professional athletes in exchange for a share of their future earnings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and services.

Amey Ross is a financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS in 2024, they worked at Wells Fargo Clearing from 2018 to 2024 and Wells Fargo Bank from 2016 to 2018. Ross holds the Series 66 designation and is based in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Barbara Shepherd is a financial advisor with UBS Financial Services in Houston, Texas, with 30 years of industry experience. She has been with UBS since 2009. Shepherd held a registration as a privately held business owner from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets functions.

Cesare Monti is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2012. Monti is also involved with Alta Investments LLP, a real estate investment vehicle based in Chicago with no current investments. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations in client service.

Juana Juarez is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at BNY Mellon, Sentinel Trust, TD Ameritrade, Goldman Sachs, and Navy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Andrew Hernandez is a financial advisor at UBS Financial Services in Houston, TX, with 18 years of industry experience. He has held roles at UBS Financial Services and Morgan Stanley over the past decade. Outside of his advisory work, Hernandez is a partner in a real estate business involved in purchasing and managing property-related activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Bianka Alexandre is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. She has been with UBS International since 2000. Outside of her advisory role, she is involved with AAA Woodwork Inc., a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients' goals and risk tolerances.

Grant Appelbaum is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining UBS in 2025, he worked in real estate and held positions at STRIVE Real Estate and Newmark. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fee-based financial planning and a range of capital markets services.

William Jackman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Jackman serves on the board of directors for the AT&T Cotton Bowl Classic college football bowl game. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Jake Boyer is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at A&F Corp. and Texas A&M. Outside of his advisory work, Boyer owns a sole proprietorship that purchases wrecked vehicles from auction sites. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Priscila Quiroz Royval is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 65 and Series 63 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory role, she serves as Treasurer for the Houston Humane Society’s Young Adult Professionals group, managing budgets and supporting fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and asset allocation models.

Juwan Jung is a financial advisor at UBS Financial Services with the Series 66 designation and has been in the industry since 2025. Prior to joining UBS, he held roles at The Global Tech Experience and has experience in education and retail, including work at the University of Texas at Austin and Amorino Gelato. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Juan Giron Vazquez is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services since 2010 and previous positions at UBS International Inc., RBC Capital Markets, and Banc of America Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Richard Renaudin Sr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 48 years of industry experience. He has been with UBS since 1996. He serves on the board of trustees for The Council on Recovery, an organization focused on support for individuals with substance abuse problems. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and a range of fee-based and discretionary portfolio management offerings.