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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Senior Vice President–Wealth Management
Financial Advisor
Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and in 2012 was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C.. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky. When away from the office, Doug enjoys spending time with his family, playing pickleball, and learning to play guitar.
His volunteer efforts include office coordinator for Meals on Wheels, Mobile Loaves & Fishes, and is an active member of Freedom Church.
CA Insurance # ON14185
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and in 2012 was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C.. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky. When away from the office, Doug enjoys spending time with his family, playing pickleball, and learning to play guitar.
His volunteer efforts include office coordinator for Meals on Wheels, Mobile Loaves & Fishes, and is an active member of Freedom Church.
CA Insurance # ON14185
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
