Barry Young has spent 27 years with UBS Financial Services Inc. Barry has completed course studies at University of California, Berkeley's Haas School of Business and has been awarded the Certified Investment Management Analyst (CIMA®) designation.  Barry has earned his Series 7, 63 and 65 securities licenses and is accredited to offer insurance. He holds a B.A. in History and Economics from the University of Georgia. Barry was recognized by Barron's as one of the Top 1,000 Financial Advisors in 2009 through 2013 and as one of Barron's Top 1,200 Financial Advisors in 2014 through 2017. He has been recognized by the Financial Times Top 400 and is a UBS Chairman's Council member. Barry is the Chairman of Coastal Conservation Association's S.T.A.R. Tournament. He serves on the Museum of Fine Art - Houston Modern and Contemporary Selections Committee and is a Menil Society Committee Member.  Barry recently joined Houston Methodist Surgical Innovations Task Force at Methodist Hospital.   Barry and his wife, Elizabeth, have two daughters, Isabel and Sophia.

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OK, OR, PA, TN, TX, VA, WA, WI

Elizabeth G. Lockwood has spent the last three decades with UBS Financial Services Inc. She holds a B.B.A. in Finance from the University of Texas.  Liz has cultivated a specialization in private clients, their families and their foundations. She was selected to serve on the UBS Financial Advisor Advisory Council (FAAC) for three years and served on a UBS Strategic Planning Committee. She also participates in the University of Texas' ongoing research panel. Liz holds Series 7, 65 and 66 securities licenses and is accredited to offer insurance. She was named to the Barron's Top 1,000 Financial Advisors and the Barron's Top 1,200 Financial Advisors. Liz has been recognized by Barron's as a Top 100 Women Financial Advisors every year since 2010. In 2019, she was named a Barron's Hall of Fame Advisor. She was also named in 2014 to the Financial Times Top 100 Woman Financial Advisers and REP magazine and Wealthmanagement.com's Top 50 Wirehouse Women. She has been recognized by the Financial Times Top 400 Financial Advisers and Houston Business Journal. She was most recently recognized by Forbes as one of the Top 200 Women Advisors. Liz was also ranked #26 in Texas by Forbes, Best-in-State Wealth Advisor. Liz has appeared on the Houston edition of CNBC's "Street Signs", as well as being featured in the Barron's video, "How to Smooth the Market Roller Coaster." She has received the Women's Leadership award for the Texas Region and is a member of the UBS Chairman's Council. Liz is a native Houstonian. She is married and has two daughters.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Brian Sauer is a 4th generation Houstonian who comes from a large family, youngest of 8. Brian attended St. Michael Catholic School and St. Thomas High School in Houston. He received a B.B.A. in Marketing from Texas Tech University. . Brian received his CERTIFIED FINANCIAL PLANNER™ (CFP®) from Rice University's, Jesse H. Jones Graduate School of Business. Brian is a Managing Director with 20 years of investment experience at UBS Financial Services Inc., where he specializes in financial planning, portfolio management and asset allocation. His clients include corporate executives, independent business owners and entrepreneurs. He is a member of  UBS Chairmans Council and has been recognized by Barron Top 1,200, Financial Times Top 400 and Houston Business Journal. Brian is an active member of the Houston community and is an involved parent. Brian serves on the University of Texas Medical Branch Development Board (UTMB) in Galveston as well as the Board of Directors for The Galveston Bay Foundation. Brian and his wife Stephanie have two children, Lindsay and Hunter.

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OK, OR, PA, TN, TX, VA, WA, WI

Charles Litton joined our group as a Financial Advisor and Investment Analyst in 2011. As a Chartered Financial Analyst®, Charles is the team’s dedicated analyst and focuses on asset allocation, manager due diligence and portfolio analytics. He graduated from Rice University's Jesse H. Jones Graduate School of Business, where he earned his Masters of Business Administration. Prior to his graduate course work, Charles worked in the Corporate Lending group at Amegy Bank in Houston. He holds an undergraduate degree in economics from University of Virginia and attended The Kinkaid School here in Houston. Charles holds Series 7 and Series 66 securities licenses. Outside the office, he enjoys playing golf and spending time with friends and family. He and his wife Laura have two children, Cecilia and Thomas.

Registered States:
AL, AR, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OK, OR, PA, TN, TX, VA, WA, WI

Liz DeMontrond joined our group as a Financial Advisor in 2019. Before UBS, Liz spent four years at Goldman, Sachs & Company in the Investment Management Division as a Private Wealth Advisor in Houston. Liz graduated from the University of Virginia's Darden Graduate School of Business, where she earned her Masters of Business Administration. Before her graduate work, Liz worked for IBERIA Capital Partners, an energy-focused brokerage group within IBERIABANK in New Orleans.  After attending St. Agnes Academy High School in Houston, Liz went to Princeton University and graduated with a B.A. in Art History in 2011. She played varsity volleyball at Princeton for four years and captained the team her Senior Year. Liz holds her Series 7, Series 66, and Series 3 securities licenses. Liz resides in Houston with her husband, George, and their Bernedoodle puppy Bear. She is on the board of the Princeton Alumni Association of Houston and is on the Corporate Committee of the Menil Collection.

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, VA, WA

Brittany Steitz joined our group as a Senior Wealth Strategist in 2019. Brittany connects clients with solutions. Her natural talent for connecting people and almost unmatched capacity for getting this done enables her to identify clients' needs and propose customized solutions quickly. Before UBS, Brittany worked at Tectonic Advisors as a member of the Family Office team in Houston, Texas. Brittany was responsible for analyzing client investment opportunities and executing strategies for the growth and protection of family wealth. After attending St. Agnes Academy for high school in Houston, Brittany earned her Bachelor of Business Administration cum laude from the Neeley School of Business at Texas Christian University. She began her career in financial services and Salient Partners L.P. where she leveraged her relationship management skills and advised ultra-high net worth families on investment and portfolio management, wealth education, bookkeeping, and financial reporting. Brittany has over 7 years of financial services experience and holds her Series 7 and Series 66 Securities licenses. She has also earned her Certificate of Financial Planning from Rice University. Deeply committed to a wide range of philanthropic causes, Brittany currently serves as a member of the St. Agnes Academy Foundation Board and its Investment Committee. She is an alumna of the Next Gen Donor Institute at the Greater Houston Community Foundation and is very passionate about the Cystic Fibrosis Foundation. Brittany is a native Houstonian. She is married and has a son.

Registered States:
CO, NV, TX

Whitney Mabry joined the group in 2006. As Team Administrator, she leads the daily operations of the team and ensures the highest levels of service for clients. Whitney has over 12 years of industry experience and holds her Series 7, 9, 10 and 66 licenses. She earned her CERTIFIED FINANCIAL PLANNER™ designation from Rice University and graduated from Villanova University School of Business with a B.S. in Finance and Marketing. Whitney is a native Houstonian and attended St. Agnes Academy. She is a member of the Junior League of Houston and serves on the Leadership Council of the Villanova University Club of Houston. In her free time, Whitney enjoys live music and spending time with friends, family and her dog, Ellie.

Registered States:
CO, TX

Registered States:
CO, TX

Parker joined the team in 2019 as a Client Service Associate. Passionate about enhancing client experience and utilizing all of the tools available to make both the client and the team's lives easier, Parker has a background in technology and client relations that serves him well. A Pulaski Academy preparatory school graduate from Little Rock, Arkansas, Parker then went on to attend Princeton University and then the University of Houston. While attending school, Parker helped to co-found a software development and technology recruiting firm in the Houston area. Parker's tech influence and entrepreneurial background has given him a unique skillset that fits in well on the team. While working to build his company, Parker discovered that his passions truly centered on clients and client interactions. Parker is currently working on his Series 7 and 66 Securities licenses and plans to take them this Summer.

Haley joined UBS in April 2018 and has been accepted to the UBS Wealth Manager Development Program. She received her B.A. from The University of Texas in The Plan II Honors Program and was awarded the Class of 2016 Model Thesis Award. She has earned her Graduate Certificate in Public Health from The University of Texas Health Science Center at Houston. Haley has held positions in the health technology and innovation consulting industries, worked as a Financial Analyst Intern at UBS, held research roles in multiple capacities, and founded her own company. She is committed to serving people everywhere, as revealed by her initiative in several global mission trips, dedication to leading Christian communities, and consistent eagerness to volunteer her time.