Houston, TX Office

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Craig Vanderschoor is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. 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 access to proprietary research and capital markets services.

Robert Bickham is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. 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 offers a broad range of capital markets and research resources.

Michael Giacone is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he spent a year at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Sherry Verburgt is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she owns and operates restaurants and a working ranch, and has been involved in real estate activities in the Netherlands. 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 and proprietary research to tailor client solutions.

Michael Giacone is a financial advisor with UBS Financial Services in New York City. He holds a Series 63 designation and has 38 years of industry experience. He has been with UBS Financial Services since 2009. 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 delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research.

Christina Mccrary is a financial advisor at UBS Financial Services with 36 years of industry experience. She has been with UBS since 1991 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and offers a range of services supported by proprietary research and capital market strategies.

Larette Mcpherson is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Elizabeth Lockwood is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1989 and previously worked at PaineWebber/Rotan Mosle starting in 1985. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial 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 solutions.

Michael Trahan is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1999 and holds a Series 63 designation. Based in Houston, TX, he has spent over two decades with his current firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven strategies tailored to clients’ goals and risk tolerances.

James Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a self-employed author writing historical non-fiction, including works focused on the Republic of Texas era. UBS Financial Services serves individual, corporate, and institutional clients with 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 through its network of financial advisors.

Susan Wong Andrus is a financial advisor at UBS Financial Services in Houston, TX, with 38 years of industry experience. She has been with UBS since 1994 and previously worked at IA Dean Witter Reynolds Inc. In addition to her advisory role, she has held inactive membership positions in several oil and gas holding companies related to mineral rights. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Cheryle Schmidt 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. She has been with UBS since 2015. 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 supported by proprietary research and a broad range of capital markets solutions.

Whitney Randolph is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and offering 21 years of industry experience. Prior to joining UBS in 2010, Whitney worked at Merrill and Banc of America Investment Services. Whitney also serves as a trustee and treasurer for the Rockwell Fund, a charitable foundation, where responsibilities include reviewing grant proposals and acting as an authorized signer under specific circumstances. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 financial plans aligned with clients’ goals and risk tolerances.