College Station, TX Century Square Drive Office

Team
Updated today
UBS Financial Services logo

UBS Financial Services

Institution

Firm-wide stats for UBS Financial Services

Total advisors

9,326

Across 990 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

UBS Financial Services Inc. serves individual, corporate and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap fee programs and distribution of mutual funds and alternative products. The firm is registered as a broker‑dealer, an investment adviser and a futures commission merchant and also provides custody, underwriting and other capital markets services through its platform.

Advisory work is delivered through a network of Financial Advisors who use proprietary capital market assumptions, model-based asset allocations and research from the Chief Investment Office and UBS Global Research (INV Research) to tailor plans and probabilistic analyses to clients’ stated goals and risk tolerances. When engaged for fee‑based Financial Planning Services the firm acts in a fiduciary capacity and discloses and monitors relevant conflicts such as revenue sharing, sweep arrangements and the firm’s trading practices.

Compared with many peers, UBS combines institutional trading capabilities with wealth management services: it operates as a futures commission merchant, conducts principal trading and market‑making (including markups/markdowns and underwriting activity) and uses internal pricing practices that are less common among large advisory institutions. The firm also distributes proprietary periodic research and maintains affiliated banking and securities‑backed lending programs and data‑analytics (Strategic Insights) arrangements with product providers, all of which broaden its service set and are disclosed in its Form ADV.

Based on UBS Financial Services

Expertise

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Based on UBS Financial Services

Occupation focus

Executive Founder/Business Owner

Based on UBS Financial Services

Demographic focus

Mid-Career Professionals Approaching retirement

Based on UBS Financial Services

Location

175 Century Square Drive, Suite 300

College Station TX 77840

Advisors at this office

8

Advisors at this office

user avatar

Emily D

Series 63, Series 66

College Station, TX

UBS Financial Services

Emily Duncan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and PCL Industrial Construction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

William H

Series 66

College Station, TX

UBS Financial Services

William Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and its Private Bank, as well as academic and educational work at Texas A&M University and Brazos Christian School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

James W

Series 66

College Station, TX

UBS Financial Services

James West is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with UBS since 1999 and previously with Painewebber Incorporated starting in 1998. Outside of his advisory role, he serves on a committee at Brazos Christian School, assisting with budget and forecasting matters. 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 client plans. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets, custody, and advisory offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Monty H

Series 66

College Station, TX

UBS Financial Services

Monty Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years before joining UBS in 2025. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jeremy D

Series 66

College Station, TX

UBS Financial Services

Jeremy Doyle is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Central National Bank, Edward Jones, and Research Tax Consultants. Doyle holds the Series 66 designation and is based in College Station, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Angela G

Series 66

College Station, TX

UBS Financial Services

Angela Gray is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

William H

Series 66

College Station, TX

UBS Financial Services

William Hughes is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Laura D

Series 63, Series 65

College Station, TX

UBS Financial Services

Laura Dillon is a financial advisor with UBS Financial Services in College Station, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2009. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor advice to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
View complete list of advisors at this office
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