Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Virginia G. Hodge

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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713-966-2481

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Virginia joined UBS in 1985. Her approach with clients is holistic, whether it is wealth and retirement planning, customized portfolio management, or lending solutions. 

She provides a customized service for every dimension of your financial life.

Virginia earned her B.S. degree from Louisiana State University. She is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life insurance and annuities. Virginia lives with her husband of 36 years, Bruce Nichols. They have two grown children, Ben and Catherine.


Registered States:
CA, CO, DC, FL, GA, NC, NV, OK, TX, VA


William Charles Stratton

Senior Vice President - Wealth Management
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713-966-2478

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Bill joined UBS in 2013 after seven years with Bernstein Global Wealth Management.  Throughout his career in financial services, Bill has been responsible for the design, implementation and maintenance of complex investment strategies for high-net-worth individuals and families. Bill currently serves on the boards of the Literacy Council of Fort Bend County and A Shelter for Cancer Families. Bill and his wife Lauren have three sons: Jake, Luke and Brody. Bill has a BA in economics from Hobart College in Geneva, NY.


Registered States:
AZ, CA, CO, DC, FL, GA, IL, LA, NC, NV, OK, OR, SC, TX, UT, VA, VT


Amanda Louise Evans, CFP®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
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713-966-2479

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Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.

Amanda serves as the secretary for the Executive Board of VICTORY, a branch of the American Cancer Socierty, and as a volunteer on the International Committee of the Houston Livestock Show & Rodeo.


Registered States:
AZ, CA, CO, DC, FL, GA, IL, KS, LA, MI, NC, NV, OK, OR, PA, SC, TX, UT, VA, VT


Allison Finley Cloud

Client Service Associate
713-654-0260
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Allison brings over 17 years of financial and client services experiences-- beginning with JP Morgan, where she worked with both institutional Trust and Private Bank Clients. She has worked at UBS for over eight years and enjoys helping clients with daily account needs, executing trades and solving problems. Allison is dedicated to service excellence.

Allison earned a B.A. in Economics from the University of Texas at Austin. She holds the Series 7 and 65 licenses. Allison lives in Katy with her husband Paul and three sons- Ethan, Austin and Mason.


Registered States:
TX