M. Ann Page has over 37 years of experience in Financial Services and Wealth Management and became the Assistant Market Head for the Houston Market in 2016. Prior to her current position, she was the Assistant Complex Director for the Houston River Oaks Complex from 2013 to 2016.. Ann began her career with PaineWebber Jackson & Curtis in New York, New York. While in NY, she designed and launched PaineWebber's custodianship and trust company as well as held the position of Divisional Equity Sales Manager. In 1990, Ann became one of the first female managers in the field for PaineWebber. She has served over 8 years as a branch manager for UBS in both The Woodlands and Greenpoint Texas offices, and 15 years as a Sales Manager or Complex Sales Manager in Houston for UBS.
Ann earned her Certified investment Management AnalystSM(CIMA®) designation in 2002 and her Chartered Retirement Planning CounselorSM (CRPC®) designation in 2010. In 2012, she was named "One of the Top 100 Branch Managers" by On Wall Street magazine.
She received her Bachelors of Fine Arts (BFA) from Missouri State University. Ann is an avid long distance runner and coach and has completed a full marathon in all 50 states. Ann is a member of the Board of Directors for the Houston Livestock Show and Rodeo and a long time volunteer.
She is FINRA Series 3, 7, 8, 63, and 65 licensed as well as Texas Life, Health, and Long Term Care licensed.
Registered States:
LA, MO, MT, NY, OK, TX, WA