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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
It's a good time to consider annuities
Annuities, which can help to generate secure and reliable income for life, are becoming increasingly popular among retirees.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
