Experience

Makes all the difference

We create custom financial strategies for the complex life situations faced by our clients and their families. We challenge conventional thinking when a unique solution is needed and we embrace tradition when it comes to respect, ethics and common sense. We are committed to excellence, innovation and outstanding customer service.

Kelsey Shive

Senior Vice President–Wealth Management

Financial Advisor

Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation. Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.

Before joining UBS, Kelsey worked as an accountant for KPMG. Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family. She currently lives in The Woodlands, Texas with her husband.

Registered States:

Kelsey Shive

Recognized as an industry leader:

Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
Forbes America's Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Kelsey Shive

Education

Baylor University, Bachelors of Business Administration in Accounting
Baylor University, Masters of Taxation

Credentials

CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠

Kelsey Shive

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Email Me

Kelsey Shive

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Recognized as an industry leader:

Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
Forbes America's Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.