Houston, TX Post Oak Parkway Office

Steven Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Gustavo Pigurina Sr. is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 27 years of industry experience. He has been with UBS Financial Services since 2010 and previously worked at UBS International Inc. from 2006 to 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Langston Turner is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Turner serves on the Investment Advisory Committee of Texas Tech University, which oversees the investment of the university’s endowment assets, and he is also the treasurer and a board member of the Saddlebrook Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at UBS since 2015, previously serving at Credit Suisse Securities and Morgan Stanley. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a charitable organization focused on mentoring local youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, offering customized financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Crystal Maxwell is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 23 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she serves as an officer for The Trinity Charitable Foundation, which donates funds to other charities. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Barnet Fishbein is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with UBS Financial Services since 1991. 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 combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and fiduciary financial planning.

Sharon Robles is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sandra Ago is a financial advisor at UBS Financial Services in Houston, Texas, with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Hines Securities Inc. from 2013 to 2018 before joining UBS in 2018. 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, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Rafael Andres Gomez is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services Inc. and Truist Advisory Services Inc. Prior to his advisory career, he was involved in business activities related to USA Cinema Services LLC and JAGTO Enterprises LLC. 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 uses proprietary research and model-based asset allocations to tailor financial plans for clients.

Sandra Davis is a Financial Advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Andrew Powell is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Merrill, Bank of Texas, and NRL Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products through a platform supported by proprietary research and model-based asset allocations.

Amber Wells is a Series 66-licensed financial advisor with 16 years of industry experience, currently with UBS Financial Services in Houston, TX since 2016. Her prior roles include positions at Raymond James & Associates and Morgan Keegan & Company. Outside of her advisory work, Amber is involved in managing a rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisory approach leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk profiles.

Wyatt Westerheide is a financial advisor with UBS Financial Services in Houston, TX. He holds a Series 66 designation and began his industry career in 2023, having worked previously with Fulcrum Capital and Decidedly Wealth Management. He also has academic experience from the University of Texas at Austin. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Marilyn Page is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she volunteers with the Houston Livestock Show and Rodeo educational charity, supporting children's programs in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mark Elias is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and having 29 years of industry experience. He previously worked at Morgan Stanley & Co. LLC from 1997 to 2003 before joining UBS in 2013. Outside of his advisory role, Elias is a partner in a physician telephone answering service and serves on the board of a wholesale electricity sales company, as well as on the board of a homeowners association. He is also involved in mentoring student athletes at the University of Texas at Austin through a leadership and mentorship program. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.