A legacy for generations

The Clevenger Douglas Group

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 Jr.

    Robert Clevenger

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA

    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. 

     

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

      • Wealth Advisor
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Paul Douglas

      Paul Douglas, CFP, CRPS

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • CA
      • CO
      • CT
      • FL
      • IL
      • IN
      • KY
      • MA
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • VA
      • WA

      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 13 years of experience and previously worked at Merrill Lynch.  He earned his bachelors degree in finance from The University of Akron where he currently serves on The National Alumni Board. 

      He is married to Nicole and they have a baby daughter and they 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 is an automotive enthusiast.   

       

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The 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 Management Teams, 2023The 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.

      • The University of Akron, Bachelors Degree in Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Kyle William Douglas

      Kyle William Douglas

      Associate Director

      Senior Wealth Strategy Associate

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • IL
      • IN
      • LA
      • MA
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • TN
      • TX
      • VA
      • WA

      Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for nearly 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.

      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
          • Cynthia Lyssa Lee

            Cynthia Lyssa Lee

            Client Associate

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              Cindy is a Client Service Associate who has been in the Financial Services industry for nearly four years. Cindy has a wide range of experience including working as an Operations Manager for a Home Health Company, where she worked for nearly a decade. Cindy has a Master's degree in Criminal Justice from Texas State University and Bachelor's degree in Psychology from University of Texas at Austin.

              Cindy is married to Kris and they have two kids, a son and a daughter. They love spending time together as a family and finding new adventures. Cindy and Kris love going to UT football games, spending time outdoors with the kids, and traveling to new places.

                • University of Texas at Austin, Bachelor's Degree in Psychology
                • Texas State University, Master's Degree in Criminal Justice
                  98 San Jacinto Boulevard
                  Suite 600
                  Austin, TX 78701

                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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