Making client goals a priority

Shelley’s professional guidance and experience have helped clients since 1984, when she began working in financial services with Merrill Lynch. After joining UBS in 2008, she garnered the prestigious UBS Wealth Advisor designation, as an advisor who is qualified to provide highly personal wealth management services. With over 50 years of collective experience, Shelley and her team provide financial planning, investment counseling and retirement solutions to a select group of wealthy families, corporate executives and small to mid-sized business owners. She is dedicated to being a trusted resource for her clients, there to help them find a straightforward path to financial security.

Shelley was drawn to the financial services industry while still in college, as she came to understand that earning money was only part of the financial equation—saving and investing it were equally important. In part, this was due to the example of her grandmother, who had gone from a modest income to great wealth, before passing away penniless. This experience resonates with her even today; Shelley’s goal, day after day, is to provide solid advice and guidance so her clients never have to worry about their finances again.

Credentials that build confidence

• Senior Vice President–Wealth Management
• UBS Wealth Advisor
• UBS Director’s Council (2011 – 2020)
• Series 7, 31, 63 and 65 securities licenses
• Life, health and long-term disability insurance licenses (TX, FL)
• B.S., economics, with a focus on stock and commodities markets, and statistics, Texas A&M University\

Outside of UBS

Shelley believes in giving back to her community. The highlights of her many decades of community service include: serving as the chairman of the board for The Woodlands Economic Development Partnership, Education for Tomorrow Alliance and The Woodlands Optimist Club, and as a board member and treasurer for The Woodlands Waterway Arts Council. She has been happily married to her husband, Randy, for over 35 years, and loves spending time with their children, Randall Jr. and Missy, as well as their grandson, RJ, and their daughter-in-law, Megan. They enjoy saltwater fishing, racing, exploring beaches all over the country and having large dinners with extended family

Registered States:
AL, AR, CA, CO, FL, IA, LA, MI, MO, NM, NV, OH, OK, OR, SC, TX, VA, WI

Disciplined client service

Philip enjoys providing helpful and disciplined client service that covers all aspects of a client’s financial life. His role on the team is to provide operational and administrative support.

Philip joined UBS in July 2007, looking for a career where he could serve others in helping them achieve the life they want to live. He graduated from the honors program at Baylor University with a B.B.A. in economics and holds his Series 7 and 66 securities licenses. He has been in the financial industry since 2003 and has a background in banking and insurance. Philip joined The Waters Group in 2014.

Outside of UBS

In his spare time, Philip runs a small retail store specializing in sports merchandise. He lives in the Woodlands area with his wife, Andrea, and their newborn son, Henry.

Registered States:
AL, CA, CO, FL, IA, LA, MI, NM, NV, OH, OK, SC, TX, VA

A foundation for success

Megan provides attentive personal service to clients, helping to provide solutions for individuals and families that create a foundation that will lead them to success. In addition, she focuses on a number of important areas for the team—investment portfolio screening, team branding, event planning and business development.

Growing up, Megan watched her single mother work multiple jobs, yet still struggle financially. Before graduating cum laude from Sam Houston State University with a double B.A. in banking and finance, she interned for four years at UBS and realized she had found her calling—to help people solve the kind of financial issues that her mother had faced.

Outside of UBS

Megan volunteers her time at the Montgomery County Women’s Center as well as the Oak Ridge Woodlands Area Little League. Family is very important to her. She and her husband, Randall, a business owner and professional racecar driver, have been together since 2008 and got married in 2014. They enjoy fishing, racetracks and spending time outdoors with their young son, who loves anything to do with wheels and baseball