Ms. Ton is a Managing Director at U.S. Capital Wealth Advisors. She has been a private client advisor in Houston for more than 20 years. She joined U.S. Capital Advisors from J.P. Morgan Securities, where she spent the past 17 years working with professionals such as physicians, attorneys, executives and entrepreneurs in and around the Houston Medical Center.
With a specialization in wealth management strategies, she focuses primarily on proactively formulating and delivering customized approaches to wealth accumulation, preservation and distribution, along with legacy transference, to help her select private client group achieve their goals. Her team achieves these objectives through a comprehensive portfolio analysis, dynamic risk management philosophy, active management and open communication.
Mrs. Ton attended Texas A&M University, graduating with a Bachelor of Business Administration in Accounting. For her last 10 years at JP Morgan, she was consistently recognized for being a JP Morgan National Achiever and in 2013 she was recognized for being in the top 1%. Ms. Ton resides in Houston with her husband of 23 years and their 3 children.