Sugarland, TX Office

Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jason Valentz is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America, N.A., and Merrill from 2016 to 2020 before joining UBS in 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Heather May is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Ameriprise. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

James Blair IV is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 license and 27 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as trustee for a family trust established by his grandmother, overseeing investment decisions and distributions. 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 client plans.

Rae Stuard is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 63 designation and bringing 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers both fiduciary financial planning and execution services.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Kent Butler is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Butler serves as a trustee for the Quail Valley Fund Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Dongyue Jiang is a CFP® professional with nine years of experience in the financial services industry. He is currently with UBS Financial Services and has previous experience at Schwab Wealth Advisory Inc. and Charles Schwab Bank. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Howard Rogers Jr. is a financial advisor with UBS Financial Services in Sugarland, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. 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 offerings tailored to clients’ goals and risk tolerances.

Jean Wollenberg is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1992. Outside of her advisory role, she serves as Vice President and Treasurer of a family-owned electrical services company and is Treasurer of a homeowner’s association. 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 plans for clients.

Richard Childs is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the finance committee of St. Patrick's Catholic Church in Galveston, advising the pastor on church finances. 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 and a broad array of capital markets services.

Brian Dodson is a CFP® and holds a Series 66 license, with 19 years of experience in the financial services industry. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with the Houston Livestock Show & Rodeo and Shrine Hospitals for Children in Houston. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Joanne Wang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she is involved in managing several rental properties. 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 to tailor investment plans based on proprietary research and model-based asset allocations.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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 plans.