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

    Since 1995, 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.

    High-net-worth individuals, families and business owners 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

    Life
    – Clay lives in the Greater Houston Area with his wife, Debbie
    – He enjoys spending time at the lake with family, wakesurfing, traveling and scuba diving
    – He serves at his church and supports nonprofits in the area

      • University of St Thomas, MBA: 1992 - 1994
      • Stephen F Austin State University, BS: 1988 - 1991
        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

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        • TX

        Since joining his father's longstanding practice, Jason works with successful families and business owners, bringing experience and skills to help maximize the value of their investments and businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a succession plan, he has the experience and knowledge to bring you important insights and tailored solutions - so that you can move forward with confidence. His dedication to wealth management is guided by a multigenerational approach that focuses on leaving a legacy for your family and stewarding resources well towards charitable causes.

        Life
        – Jason lives in Montgomery County with his wife, daughter and dog
        – He enjoys the outdoors, watersports and traveling
        – He serves at his church and charities through local community groups

          • Baylor University, BBA Marketing
          • Baylor University, BBA Entrepreneurship & Corporate Innovation
            Financial planning
            Retirement planning
            Legacy planning
            Philanthropy
            Business succession
            Education planning
            Entrepreneurs
            Corporate executives
            750 Town and Country Blvd
            Suite 400
            Houston, TX 77024
          • Cynthia O'Neal

            Cynthia O'Neal, CFP®

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • LA
            • MD
            • ME
            • MO
            • MT
            • 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, BA
              • University of St. Thomas, MBA
              • CERTIFIED FINANCIAL PLANNER™
              750 Town and Country Blvd
              Suite 400
              Houston, TX 77024

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            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.