UBS Wealth Management USA announced today that two Financial Advisors in the firm’s Houston River Oaks office, Elizabeth Lockwood and Brian Sauer, have been named to the Barron’s Top 1,200 Financial Advisor list for 2021.
"We are proud to see Elizabeth and Brian recognized for their continued and unwavering commitment, especially in light of a challenging year," said Craig Vandegrift, Managing Director and South Texas-Market Head at UBS Wealth Management USA. "Our advisors work extremely hard to provide an elevated client experience and we commend them for this impressive achievement."
Elizabeth has spent the last 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 across numerous industry accolades from outlets including Barron’s, the Financial Times, and Forbes since 2010. Elizabeth is a native Houstonian with a B.B.A. in finance from the University of Texas. She is married and has two daughters.
Brian is a fourth-generation Houstonian. With more than 20 years of investment management experience, he has earned the designation of Family Office Consultant for his focus on helping exceptional families. He specializes in financial planning, portfolio management and asset allocation. Brian and his wife are active members in their local community have two daughters.
With an average industry tenure of 30 years, this year’s Top 1,200 Advisors and their teams typically serve 750 households, each of which has an average of $14 million to invest. Each advisor manages approximately $3 billion in client assets and has an average client-retention rate of 98.4%.
For the full list and further information visit: https://www.barrons.com/report/top-financial-advisors/1000/2021.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy 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 institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
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