Two UBS Advisors in Houston, Texas Named to Barron’s Top 1,200 Financial Advisors List | News
HOUSTON, April 1, 2022 /PRNewswire/ — UBS Wealth Management United States today announced that two financial advisors to the firm Houston River Oaks Office, Elizabeth Lockwood and Brian Sauerwere named to Barron’s Top 1,200 Financial Advisors list for 2022.
“We are proud to see Elizabeth and Brian recognized for their hard work and unwavering commitment to our customers,” said Craig VandegriftManaging Director and Head of South Texas Market at UBS Wealth Management United States. “Helping clients achieve their financial goals is the foundation of what we do, and the essential advice our advisors provide is unmatched in the industry.”
Elizabeth has spent the past three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations. She has been recognized for her dedication to clients through numerous industry accolades including Barron’s, the Financial Times and Forbes since 2010. Elizabeth is a native of Houston and has a BBA in Finance from University of Texas. She is married and has two daughters.
With over 20 years of investment management experience, Brian earned the title of Wealth Advisor for his focus on helping exceptional families. He specializes in financial planning, portfolio management and asset allocation. A fourth-generation Houstonian, Brian and his wife are active members of their local community and have two daughters.
This year’s list of 1,200 advisors is compiled based on a variety of criteria, including revenue generated by their business, assets under management, quality of practice and regulatory record, among other factors.
For the full list and more information, visit: https://www.barrons.com/report/top-financial-advisors.
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to high net worth families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and financial advisory to institutions and businesses.
UBS provides financial advice and solutions to high net worth, institutional and commercial clients worldwide, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of the leading retail and business banks in Switzerland, with a large-scale and diversified global asset manager and focused investment bank. The bank focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.
UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland19% in the rest of Europethe Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. or its employees pay a fee for these ratings. Past performance is not indicative of future results.
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SOURCE UBS Global Wealth Management