James La Motta - UBS Financial Service

Family Heritage Wealth Management Group is a Houston-based financial services firm that specializes in helping high net worth individuals plan for their future. With a focus on understanding their clients' priorities and concerns, the team at Family Heritage works together to create comprehensive financial plans and customized investment strategies to help clients confidently pursue their life goals. Backed by the strength of UBS Financial Services Inc., a global leader in wealth management with a presence in 51 countries, Family Heritage leverages their expertise and heritage to deliver finely crafted financial advice tailored to each client's unique needs. With a commitment to excellence and a track record of resilience, Family Heritage Wealth Management Group is dedicated to helping clients navigate financial challenges and seize market opportunities.Generated from the website

UBS Financial Services, located on Bagby Street in Houston, is a branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including financial planning, retirement planning, estate planning, investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries, with 39 percent of its employees working in the Americas, 38 percent in Switzerland, 16 percent in Europe and 7 percent in the Asia Pacific time zone.