Let's move forward. Together.

Woman walking along the shoreline

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Young adult woman brochure

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kelsey Marshall Shive

    Kelsey Shive

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • LA
    • ME
    • MI
    • NC
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA

    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.

    • 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 Best-in-State Wealth AdvisorsThe 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.
    • Forbes Best-in-State Women Wealth Advisors, 2023The 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.

    • Baylor University, Bachelors of Business Administration in Accounting
    • Baylor University, Masters of Taxation
    • CERTIFIED FINANCIAL PLANNER™
    • Accredited Wealth Management Advisor℠
    1780 Hughes Landing Blvd
    3 Hughes Landing, Suite 200
    The Woodlands, TX 77380

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights