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Thomas Drake Email & Phone Number
Financial Advisor - Director and Senior Portfolio Manager Wealth Management USA
at
UBS Financial Services Inc
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor - Director and Senior Portfolio Manager Wealth Management USA
Location
Greater Houston, United States, United States
Company size
Who is Thomas Drake? Overview
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Quick answer
Thomas Drake is listed as Financial Advisor - Director and Senior Portfolio Manager Wealth Management USA at UBS Financial Services Inc, a company with 28 employees, based in Greater Houston, United States, United States. AeroLeads shows a matched LinkedIn profile for Thomas Drake.
Thomas Drake previously worked as Financial Advisor - Director / Senior Portfolio Manager Wealth Management USA at Ubs Financial Services Inc and Vice President at Merrill Lynch. Thomas Drake holds Cima@ from The Wharton School.
Company email context
Email format at UBS Financial Services Inc
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UBS Financial Services Inc
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Profile bio
About Thomas Drake
/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Current workplace
Thomas Drake's current company
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Ubs Financial Services Inc
4 roles
Thomas Drake work experience
A career timeline built from the work history available for this profile.
Financial Advisor - Director / Senior Portfolio Manager Wealth Management Usa
Current
Feb 2015 - Present
Vice President
Feb 2009 - Feb 2015
Vice President
Sep 2000 - Feb 2009
3 education records
Thomas Drake education
Cima@
Bachelor'S Degree, Entrepreneurship/Entrepreneurial Studies
California State
Chartered Retirement Plan Counselor
College Of Financial Planning
FAQ
Frequently asked questions about Thomas Drake
Quick answers generated from the profile data available on this page.
What company does Thomas Drake work for?
Thomas Drake works for UBS Financial Services Inc.
What is Thomas Drake's role at UBS Financial Services Inc?
Thomas Drake is listed as Financial Advisor - Director and Senior Portfolio Manager Wealth Management USA at UBS Financial Services Inc.
Where is Thomas Drake based?
Thomas Drake is based in Greater Houston, United States, United States while working with UBS Financial Services Inc.
What companies has Thomas Drake worked for?
Thomas Drake has worked for Ubs Financial Services Inc, Merrill Lynch, and Ubs Financial Services, Inc..
Who are Thomas Drake's colleagues at UBS Financial Services Inc?
Thomas Drake's colleagues at UBS Financial Services Inc include Flloyd Rewa and Ethan Harro.
How can I contact Thomas Drake?
You can use AeroLeads to view verified contact signals for Thomas Drake at UBS Financial Services Inc, including work email, phone, and LinkedIn data when available.
What schools did Thomas Drake attend?
Thomas Drake holds Cima@ from The Wharton School.
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