Wealth Management Is All About Relationships feat. Crystal Maxwell '03
Owl Have You Know
English - October 25, 2023 09:00 - 24 minutes - 44.3 MB - ★★★★★ - 22 ratingsSociety & Culture Business rice business rice university rice biz rice owls rice business school b-school alumni university alumnus Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Crystal Maxwell was born in Texas but raised in Saudi Arabia as an "oil brat." Both her parents worked for Aramco. Exploring different cultures developed her global perspective that helps shape her investment recommendations even today.
She moved back to the U.S. for college and earned her bachelor’s degree in hotel restaurant management from the University of Houston but pivoted to wealth management with the help of an MBA from Rice.
Crystal sits down with host Scott Gale ’19, and shares her journey: growing up amongst the expat community in Saudi Arabia, an early career in hospitality and a Rice MBA that led to a 20-year career as a wealth advisor with UBS financial services. We’ll hear her advice for aspiring wealth managers and her passion for the Houston Rodeo.
Owl Have You Know is a production of Rice Business and is produced by University FM.
Episode Quotes:
Why is wealth management all about relationships?
A characteristic you need for a career in financial services
17:53 - You have to have empathy [in financial services]. This job is about helping people reach their goals, helping people be able to pay for college for their kids, retire, and go on vacation all at the same time. And then, on the flip side, or further down the road, it's people wanting to make an impact with their assets.
Learning more through business school
Show Links:
Guest Profile:
Crystal Maxwell LinkedInCrystal Maxwell - UBS Advisors