Kelli Maas
About Kelli Maas
Kelli Maas is a Wealth Management Associate and Certified Financial Planner (R) based in Houston, Texas, with over 18 years of experience at UBS Financial Services Inc. She holds a Bachelor's degree in Economics and Business Administration from Texas State University.
Work at UBS
Kelli Maas has been employed at UBS Financial Services Inc. for over 18 years, serving as a Wealth Management Associate. Her tenure at UBS reflects a strong commitment to the field of wealth management. In her role, she provides financial planning services, leveraging her extensive experience to assist clients in achieving their financial goals. Operating out of Houston, Texas, she is part of a major economic hub, which allows her to engage with a diverse clientele.
Education and Expertise
Kelli Maas earned her Bachelor's degree in Economics and Business Administration from Texas State University, completing her studies from 2000 to 2004. This educational background provides her with a solid foundation in financial principles and business practices. Additionally, she holds the CERTIFIED FINANCIAL PLANNER® designation, which signifies her expertise and professionalism in financial planning. This certification demonstrates her commitment to maintaining high standards in her practice.
Background
Kelli Maas operates out of Houston, Texas, a significant economic center that allows her to engage with a wide range of clients. Her long-term career in wealth management, spanning over 18 years at UBS Financial Services Inc., indicates her dedication to the industry. The combination of her educational background and professional experience positions her as a knowledgeable resource for individuals seeking financial guidance.
Achievements
Kelli Maas's professional journey includes over 18 years of experience in wealth management at UBS Financial Services Inc. Her status as a CERTIFIED FINANCIAL PLANNER® reflects her dedication to the financial planning profession. This designation is awarded to individuals who meet rigorous education, examination, experience, and ethical requirements, highlighting her commitment to providing quality financial advice.