Beaumont, TX Dowlen Road Office

Scott Wilson 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 2012. Outside of his advisory work, he serves as Treasurer for the Boys Haven of America charity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Christopher H Ohmstede is a financial advisor with UBS Financial Services in Beaumont, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. 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 provides a broad range of capital markets services through its platform.

Lori Thompson is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at McClelland Samuel Fehnel & Busch LLP for nine years and was a homemaker for two years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Craig Vandegrift is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans and portfolio management.

Alice Holcomb is a financial advisor at UBS Financial Services in Beaumont, TX, with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1981. UBS Financial Services 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 integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad array of capital markets solutions.

Heather Cravy is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Stephen Cornwell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he is the proprietor of Cornwell Sons Enterprises, LLC, a charter boat rental business operated by his three sons in the Austin, Texas area. 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 and portfolio management to client goals and risk tolerances.

Wendy Nobles is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kevin Malouf is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining UBS in 2026, Malouf worked at Wells Fargo Advisors and Wells Fargo Bank, and also has experience in education and funeral home services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans that address clients’ goals and risk tolerances.

Timothy Holt is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at UBS since 2002 and previously at Dean Witter Reynolds starting in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.