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
    • IA
    • IL
    • LA
    • ME
    • MI
    • NC
    • NM
    • NV
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • 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, 2022The 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.

    • 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
  • Benjamin Fuentez

    Benjamin Fuentez

    Senior Client Associate

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    • FL
    • HI
    • NM
    • OR
    • TX
    • WA

    Benjamin entered the Financial Services industry in 2005 at Smith Barney after attending the University of Houston. Benjamin has developed a unique approach and delivery of client service over the past 13 years while holding a variety of positions. His purpose and mission has been to provide exceptional client service that not only meets but exceeds his clients' expectations. In 2010, Benjamin began his tenure at UBS Financial Services Inc. as a Sr. Registered Client Service Associate. He supports Shawn and Kelsey as they provide customized wealth management strategies. To his clients, he delivers the same consistent high level of client service which in turn creates strong client relationships. Benjamin enjoys playing golf and spending time with his family. He lives in The Woodlands area with his wife and two daughters.

      • University of Houston
        1780 Hughes Landing Blvd
        3 Hughes Landing, Suite 200
        The Woodlands, TX 77380

      The circular economy: What is it?

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      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

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

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