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Crystal Maxwell, CFP, CIMA is a Senior Vice President Wealth Management Senior Portfolio Manager at UBS Financial Services Inc. in Houston, TX. With over 18 years of experience, Crystal utilizes a structured two-part process to help her clients navigate their financial goals, creating a map of their current position and desired future destinations, and implementing an investment strategy rooted in Modern Portfolio Theory and backed by vigorous research. Crystal's global perspective, developed through her upbringing in Saudi Arabia and love for traveling, shapes her investment recommendations. She holds the prestigious CERTIFIED FINANCIAL PLANNER (CFP) certification, Certified Investment Management Analyst (CIMA) designation, and is a designated Wealth Advisor at UBS. Crystal has a strong team of specialists at UBS to support her clients' needs in planning, lending, equity research, insurance, and more.Generated from the website

At Prosperity Bank, we're dedicated to providing services that will simplify your everyday financial needs. Across Texas and Oklahoma, local professionals at more than 280 banking centers are available to assist with checking, savings, credit cards, loans, online banking, and mobile services. Experts in Trust Management, Business Lending, and Mortgage Loans are ready to help you manage wealth, build your home, and build your business. Visit us online or stop by your nearest location to learn more. Member FDIC

For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.