Let's move forward. Together.

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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.

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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

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    • AL
    • AR
    • CA
    • CO
    • FL
    • HI
    • 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 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.
    • Forbes 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 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.

    • 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
    kelsey.shive@ubs.com
    Kelsey Shive
    1780 Hughes Landing Blvd,The Woodlands,TX,77380
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    Brenda Paulson

    Senior Client Associate

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    • AL
    • AR
    • CA
    • CO
    • TX
    • WA
    • NAPA Top DC Advisor Teams, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.

        1780 Hughes Landing Blvd
        3 Hughes Landing, Suite 200
        The Woodlands, TX 77380
        brenda.paulson@ubs.com
        Brenda Paulson
        1780 Hughes Landing Blvd,The Woodlands,TX,77380

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      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

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      Backed by the strength of our parent company, UBS AG

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

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      UBS is a leading and truly global wealth manager

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