Experience Makes all the difference

The UBS Beaumont branch is home to some of the most talented and successful advisors in Southeast Texas.  Our 24 experienced advisors, with an average LOS of over 20 years, manages over $2.7 billion in assets under management. Almost 50% of our advisors are ranked as Quintile 1 or Quintile 2 by McLagan.  Our local management team with over 34 years of combined experience, has an office vision to provide a culture of excellence based on a world class service model to a select group of elite, top tier financial professionals in Beaumont and the surrounding areas.  Come experience the UBS Beaumont difference... 

Gregory M. Metz

Director
409-654-3290

email



Greg has over 17 years of experience in the financial services industry that has been spent at both Morgan Stanley and UBS.  He spent 5 years at Morgan Stanley as a Complex Sales Manager for Morgan Stanley's Central Texas Complex and Morgan Stanley's Fort Worth Complex.  Greg attended Angelo State University and graduated with a Bachelor of Business Administration degree in International Finance.  Greg is married to Sade and has two daughters, Josslyn and Capri. 


Registered States:
AZ, CA, GA, IL, PA, TX


Patricia A. "Trish" Wilkinson

Associate Director
Admin Manager
409-654-3209

email



Trish has over 17 years of experience in the financial services industry with PaineWebber and UBS.  She began as a New Account clerk at the PaineWebber Sugarland office and then transferred to the RIver Oaks office before joining the Beaumont branch.  She has spent the last 11 years in the Beaumont as an Operations Manager and is currently the Administrative Manager for the Beaumont branch.  She has one daughter, Amanda.  Trish and her husband, Ric, enjoy riding motorcycles and sailing. 


Registered States:
AR, CA, CO, LA, TX