A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

Robert Clevenger

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
About

As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 30 years. In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS. Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions. Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes. Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas.

Life

Outside of work, Robert values spending quality time with his family and engaging in activities that bring balance and joy to life. Robert enjoys personal hobbies such as reading, staying active, spending time outdoors, sports and music. Whether it’s participating in these activities or simply relaxing with friends and loved ones, these moments enrich life and help recharge for the demands of work
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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 Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Senior Portfolio Manager
- Wealth Advisor
- CA License #0E53546
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

robert.clevenger@ubs.com

Robert Clevenger

98 San Jacinto Boulevard,Austin,TX,78701
Paul Douglas, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
About

Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor. He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs. Paul has over 15 years of experience and previously worked at Merrill Lynch. He earned his bachelors degree in finance from The University of Akron Honors College.

Life

He is married to Nicole and they have a daughter and love spending time together as a family. They enjoy being outdoors, staying active and traveling to new places together. Paul is an avid sports fan and also an automotive enthusiast.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- The University of Akron, Bachelors Degree in Finance
- CERTIFIED FINANCIAL PLANNER
- Chartered Retirement Plans Specialist
- Portfolio Manager
- CA License #0M50478
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

paul.douglas@ubs.com

Paul Douglas, CFP, CRPS

98 San Jacinto Boulevard,Austin,TX,78701
Cary Clevenger

Authorized Officer

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

cary.clevenger@ubs.com

Cary Clevenger

98 San Jacinto Boulevard,Austin,TX,78701
Kyle William Douglas

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MI
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- VA
- WA
About

Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for over a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

Life

Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

kyle.douglas@ubs.com

Kyle William Douglas

98 San Jacinto Boulevard,Austin,TX,78701
Lynn Geddis

Client Associate
View bio
About

Lynn is a Client Service Associate with a wide range of business experience including nearly two decades in the Private Jet Aviation industry as a Contracts Manager and C-Suite Executive Assistant.

Life

Lynn is married to Don, and they love spending time together with family, friends, as well as traveling and being outdoors.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

lynn.geddis@ubs.com

Lynn Geddis

98 San Jacinto Boulevard,Austin,TX,78701

Robert Clevenger

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
About

As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 30 years. In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS. Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions. Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes. Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas.

Life

Outside of work, Robert values spending quality time with his family and engaging in activities that bring balance and joy to life. Robert enjoys personal hobbies such as reading, staying active, spending time outdoors, sports and music. Whether it’s participating in these activities or simply relaxing with friends and loved ones, these moments enrich life and help recharge for the demands of work
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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 Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Senior Portfolio Manager
- Wealth Advisor
- CA License #0E53546
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

robert.clevenger@ubs.com

Robert Clevenger

98 San Jacinto Boulevard,Austin,TX,78701
Paul Douglas, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
About

Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor. He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs. Paul has over 15 years of experience and previously worked at Merrill Lynch. He earned his bachelors degree in finance from The University of Akron Honors College.

Life

He is married to Nicole and they have a daughter and love spending time together as a family. They enjoy being outdoors, staying active and traveling to new places together. Paul is an avid sports fan and also an automotive enthusiast.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- The University of Akron, Bachelors Degree in Finance
- CERTIFIED FINANCIAL PLANNER
- Chartered Retirement Plans Specialist
- Portfolio Manager
- CA License #0M50478
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

paul.douglas@ubs.com

Paul Douglas, CFP, CRPS

98 San Jacinto Boulevard,Austin,TX,78701
Cary Clevenger

Authorized Officer

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

cary.clevenger@ubs.com

Cary Clevenger

98 San Jacinto Boulevard,Austin,TX,78701
Kyle William Douglas

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MI
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- VA
- WA
About

Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for over a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

Life

Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

kyle.douglas@ubs.com

Kyle William Douglas

98 San Jacinto Boulevard,Austin,TX,78701
Lynn Geddis

Client Associate
View bio
About

Lynn is a Client Service Associate with a wide range of business experience including nearly two decades in the Private Jet Aviation industry as a Contracts Manager and C-Suite Executive Assistant.

Life

Lynn is married to Don, and they love spending time together with family, friends, as well as traveling and being outdoors.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

lynn.geddis@ubs.com

Lynn Geddis

98 San Jacinto Boulevard,Austin,TX,78701

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A legacy for generations

Pursuing your goals together

Robert Clevenger

Paul Douglas, CFP, CRPS

Cary Clevenger

Kyle William Douglas

Lynn Geddis