Raymond James

UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With a strong global footprint spanning 51 countries and over $5 trillion in invested assets, UBS is committed to understanding and meeting the unique financial needs of its clients. Backed by a rich heritage and a focus on excellence, UBS provides finely crafted financial advice that helps clients confidently pursue their life goals. UBS Financial Services Inc. is known for its lasting relationships, built on a foundation of listening and understanding. With a team of experienced professionals, UBS helps clients navigate a wide range of financial challenges and market opportunities. Whether it's managing liquidity, providing insights on market trends, or delivering expert guidance, UBS is dedicated to turning clients' financial visions into realities.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Wells Fargo Advisors operates as a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, providing a range of investment and insurance products. The firm is a member of the Securities Investor Protection Corporation (SIPC) and emphasizes that its products are not insured by the FDIC or any federal government agency. Located in Tyler, TX, Wells Fargo Advisors is committed to offering financial advisory services through its team of experienced financial professionals. The firm highlights the importance of understanding investment risks, including the potential loss of principal amounts invested. Generated from the website