Four strategic team members join UBS in Houston
News provided by
Share this article
Share this article
HOUSTON, Feb. 1, 2021 /PRNewswire/ UBS Wealth Management USA announced today that four strategic team members have joined the firm in Houston, Texas as the Truscott Wealth Management Group. Brian Truscott, Amy McMillen Jay, Lindsay Arvin, and Victoria Browning will be located in the Clear Lake office, overseen by Tom Drake, Senior Vice President-Wealth Management and Branch Manager. The Complex Director of the Clear Lake location is Scott Skinner, Executive Director at UBS. We re excited to welcome Brian, Amy, Lindsay and Victoria to the firm, said Craig Vandegrift, Managing Director and South Texas Market Head at UBS Wealth Management USA. Each of them provides their clients with exceptional advice, quality service and integrated financial planning. They are strong additions to our team, and we re excited to see what their future with UBS holds.
Share this article
Share this article
PHOENIX, Jan. 7, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the successful recruitment of James Keller, a solo financial professional based in Allen, Texas, with $102 million in total client assets.
Mr. Keller will join Advisor Group through its subsidiary and network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America, Inc. and Triad Advisors, LLC.
With nearly 20 years of experience as a financial professional, Mr. Keller provides investment, retirement, tax and estate planning services to clients across Texas. He is a certified financial planner and Chartered Retirement Planning Counselor.