Lito Lagman

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.