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    Kelli Maas

    Wealth Management Associate at UBS Financial Services, Inc. CERTIFIED FINANCIAL PLANNER®

    Kelli Maas is a Wealth Management Associate and a CERTIFIED FINANCIAL PLANNER™ at UBS Financial Services Inc., located in Houston, Texas. She has been with UBS since 2006, bringing over 17 years of experience in the financial services industry.23 Kelli holds several licenses, including the Series 7 and Series 66, as well as a Texas Life Insurance license, which enables her to provide a wide range of financial advisory services.25

    Before her career in finance, Kelli worked as a fourth-grade teacher at Drake Private School, demonstrating her diverse professional background. At UBS, she focuses on personalized financial planning and wealth management, helping clients navigate their financial goals.45

    For more details about her professional background and connections, you can view her LinkedIn profile here .1

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    Kelli Maas
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    Location

    Houston, Texas, United States