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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
