Family. Wealth. For generations

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Gilcrease

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Clayton Gilcrease

    Clayton Gilcrease

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • NM
    • NY
    • OK
    • PA
    • TN
    • TX
    • WA

    For over 27 years, Clay has been successfully implementing comprehensive wealth management solutions to ensure long-term, sustainable financial success for individuals, families and investors alike. By taking an in-depth and innovative approach, he is able to help clients identify and accomplish their financial goals while still maintaining an intentional focus on each individual's personal values and goals. Each strategy is deliberately engineered, implemented and analyzed in order to successfully fulfill each clients' needs.

    Successful individuals, families, and investors work with Clay in order to:

    - Address client priorities: wealth preservation, retirement planning, income distribution, legacy planning, asset allocation, tax mitigation and charitable giving

    - Develop and implement a comprehensive wealth management plan in order to help them fulfill their financial needs and goals

    - Obtain an independent second opinion from an experienced and proven financial advisor

    - Make educated and informed decisions in today's fluctuating economic, political, and social environment

    - Streamline and optimize the financial decision-making process

     

    Clay and his wife, Debbie, live in the Houston area. They have 2 grown kids who are now building successful lives of their own by implementing positive principles and Christian values instilled upon them from an early age. As a family, they enjoy spending time at the lake, traveling, scuba diving and actively living out their faith. Personally, Clay spends his free time golfing, playing racquetball, reading and is involved in various charitable organizations.

      • University of St. Thomas, MBA in Finance
        Financial planning
        Retirement planning
        Legacy planning
        Philanthropy
        Education planning
        Business succession
        Business owners
        Corporate executives
        750 Town and Country Blvd
        Suite 400
        Houston, TX 77024
      • Jason Robert Gilcrease

        Jason Robert Gilcrease

        Financial Advisor Associate

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        • TX

        Upon graduating from Baylor University and going through a rigorous training program with UBS, Jason joined his father's long-standing wealth management team. He works closely with high-net-worth families and entrepreneurs to help guide them through the financial planning process. One of his primary goals is to provide investors with an opportunity to work with a team that offers a multigenerational and philanthropic approach that emphasizes the importance of wealth accumulation, wealth protection and long-lasting legacy.

        Jason holds a Series 7, Series 66, Texas Insurance License, and is pursuing his CFP® certification.

        Jason lives with his wife and dog in the Montgomery County area. In his free time, he enjoys traveling, watersports, hiking, biking, golfing, scuba diving and reading.

          • Baylor University, BBA Marketing
          • College for Financial Planning, CFP® Certification Professional Education
            Financial planning
            Retirement planning
            Legacy planning
            Philanthropy
            Business succession
            Education planning
            Entrepreneurs
            Corporate executives
            750 Town and Country Blvd
            Suite 400
            Houston, TX 77024
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            Cynthia O'Neal, CFP®

            Senior Client Associate

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            • AK
            • AL
            • AR
            • CA
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • LA
            • MD
            • ME
            • MO
            • NC
            • NH
            • NY
            • OH
            • OK
            • OR
            • SC
            • TN
            • TX
            • VA
            • WA

            Cyndi started in the financial industry in 1998. After working for a firm for 21 years, she decided to join the Gilcrease Wealth Management Group at UBS.

            Credentials and Licenses:

            CFP® - CERTIFIED FINANCIAL PLANNER™, CRPC™, Series 7, Series 63, Series 65, Texas Insurance License

            Cyndi is married with 1 son and 1 senior rescue dog. She enjoys traveling, the beach and gardening to attract hummingbirds and butterflies.

              • University of St. Thomas, MBA in Finance
              • CERTIFIED FINANCIAL PLANNER™
              750 Town and Country Blvd
              Suite 400
              Houston, TX 77024

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

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            Serving Business Owners

            Euromoney Private Banking and Wealth Management Survey, 2020

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            Philanthropic Advice

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            #1

            Serving the next generation

            Euromoney Private Banking and Wealth Management Survey, 2020-2022

            Create a better future. Together.

            UBS Philanthropy

            With a 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

            The Philanthropy Compass is a practical guide that can help you become an impactful philanthropist by addressing the necessary building blocks and key questions of how to plan your own philanthropy, how to implement it, as well as how to engage with others.