Your lasting legacy

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Paul Douglas, CFP, CRPS

First Vice President–Wealth Management

Financial Advisor

Paul Douglas is a Financial Advisor at UBS Financial Services, Inc. who works with a select number of affluent families, C-level executives, business owners and high net worth individuals to achieve their holistic wealth management and legacy goals. 

Additionally, he is a Retirement Plan Consultant and Chartered Retirement Plans Specialist® (CRPS®).  Paul and his team work closely alongside corporate retirement plan fiduciaries and Investment Committees as a fiduciary assisting with 401k plan design, participant education, and other fiduciary-related retirement plan services. 

Paul and his team are retained by high net worth and institutional clients all throughout the United States.

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • Bachelors Degree in Finance magna cum laude, The University of Akron Honors College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Plan Consultant
  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7552

Email Me

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