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.
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