HOUSTON, TX (May 20, 2015)—U.S. Capital Advisors LLC (“USCA”) announced the opening of an office in the Texas Medical Center located at 6624 Fannin Street, Suite 2120. Leading the Medical Center office will be Amada Ton, Managing Director. USCA will be the first non-medical related tenant at the St Luke’s O’Quinn tower.
“Houston is not just the energy capital of the world, it is also known for the Texas Medical Center – the world’s largest medical complex. The wealth management landscape at the medical center has changed dramatically over the past few decades. Traditional competitors, including large wire houses, have moved out, leaving only banks and their product-focused wealth management solutions. We will be bringing our comprehensive planning and wealth strategies to the medical professionals,” said Patrick Mendenhall, Managing Partner and Head of Wealth Management at USCA. “Catering to physicians and medical professionals and accommodating their hectic schedules will be a great value added service.”
Amanda Ton has spent the past 18 years working with professionals, including physicians, attorneys, executives and entrepreneurs, with a special focus serving clients located in or near the Texas Medical Center. Prior to joining USCA in 2014, Ton had a long and widely recognized career at JP Morgan in the Medical Center, where she was recognized nationally as being in the top 1% of J.P. Morgan Advisors. “With a physician husband, Amanda has significant understanding of the career and its pressures. Her focus is on proactively formulating and delivering customized approaches to wealth accumulation, preservation, and distribution along with legacy transfer,” added Mendenhall.
“What attracted me to USCA was an environment which allows me to provide objective and conflict free advice to my clients,” said Ton. “With open platform architecture and no proprietary products or pressure, we are free to fulfill our client’s objectives with the best possible solutions available while providing a strong custodian and complete transparency.” Joining Ton in the new office is Olivia Nguyen.
Ms. Ton received a BA in Accounting from Texas A&M. Ms. Nguyen received a BA in Business Administration from Houston Baptist University.
About U.S. Capital Advisors LLC
Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Advisors ("USCA") is an integrated financial services boutique with primary business lines in Wealth Management and Capital Markets. USCA's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices. USCA's Capital Markets division, which includes the firm's, Equity Research, Institutional Client, Investment & Merchant Banking, and Public Finance businesses, advises corporate, institutional and municipal clients. USCA was founded in 2010 and is privately owned. Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through USCA RIA LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB.
Managing Partner, Head of Wealth Management