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What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better I understand how you envision your future, the better we can work together to help you shape it. And my approach is a simple one: Based on your goals and priorities, I’ll work with you to help you plan your most meaningful milestones and all you hope your future can be.  

Sharon Callender Clutter, CFP®
First Vice President - Investments
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
4400 Post Oak Parkway
16th and 17th Floors
Houston, TX 77027
713-940-2986
800-538-6436
713-940-2940 fax
sharon.clutter@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Financial Goal Analysis financial_goal_analysis.pdf (234kb)
News

Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations

Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you

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Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
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