M. Ann Page has over 39 years of experience in Financial Services and Wealth Management and became the Assistant Market Head for the South Texas Market in 2020.  Prior to her current position, she was the DIvisional Business Manager for the Texas Rockies Pacific Division, Assistant Market Head for the Houston Market, and the Assistant Complex Director for the Houston River Oaks Complex..  Ann began her career with PaineWebber Jackson & Curtis in New York, New York in 1980.  While in NY, she designed and launched PaineWebber's custodianship and trust company as well as held the position of Divisional Equity Sales Manager.  In 1990, Ann became one of the first female managers in the field for PaineWebber.  She has served over 8 years as a branch manager for UBS in both The Woodlands and Greenpoint Texas offices, and 15 years as a Sales Manager or Complex Sales Manager in Houston for UBS.

Ann earned her Certified investment Management Analyst^SM(CIMA^®) designation in 2002 and her Chartered Retirement Planning Counselor^SM (CRPC^®) designation in 2010, and both her Ceritified Private Wealth Advisor^SM(CPWA®) designation and Certified Exit Planning Advisor^SM(CEPA^®) designation in 2018.  In 2012, she was named "One of the Top 100 Branch Managers" by On Wall Street magazine. 

She received her Bachelors of Fine Arts (BFA) from Missouri State University.  Ann is an avid long distance runner and coach and has completed a full marathon in all 50 states.  Ann is  a member of the Board of Directors for the Houston Livestock Show and Rodeo and a long time volunteer.

She is FINRA Series 3, 7, 8, 63, and 65 licensed as well as Texas Life, Health, and Long Term Care licensed.

• Member of Investment Management Consultants Association
• Member of Who's Who in the World and Who's Who in Finance and Industry
• Designated UBS Wealth Advisor

• Certified Investment Management Analyst (CIMA)
• Certified Private Wealth Advisor (CPWA)
• Ceritified Exist Planning Advisor (CEPA)
• Chartered Retirement Planning Counselor (CRPC)
• Bachelor of Fine Arts, Missouri State University

• Series 3, National Commodity Futures
• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative and Series 63, Uniform State Exam
• Life. Health, & Long Term Care Insurance Licensed TX
• Series 8, General Securities Sales Supervisor

• 2014 Trailblazer Honoree - Houston Livestock Show and Rodeo - outstanding female volunteer
• President, Lady Lambs (501c3 Charity) 2011-2014
• 100th woman to complete a full marathon in each of the 50 states - December 2007
• Director, Houston Livestock Show and Rodeo - Lifetime Member since 1998

LA, MO, MT, NY, OK, TX, WA