Experience

Makes all the difference

Robert Clevenger Jr.

Senior Vice President–Wealth Management

Financial Advisor

As a Senior Vice President - Wealth Management at UBS, who has been in the same office for almost three decades, Robert and his team have been able to earn their clients' trust all while being in the same building for almost 30 years. In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS. Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions. Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes. Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas.

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 Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

Credentials

  • Portfolio Manager
  • Wealth Advisor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Kyle William Douglas

Associate Director

Senior Wealth Strategy Associate

Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for nearly a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MI
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Cynthia Lyssa Lee

Client Associate

Cindy is a Client Service Associate who has been in the Financial Services industry for nearly four years. Cindy has a wide range of experience including working as an Operations Manager for a Home Health Company, where she worked for nearly a decade. Cindy has a Master's degree in Criminal Justice from Texas State University and Bachelor's degree in Psychology from University of Texas at Austin.

Cindy is married to Kris and they have two kids, a son and a daughter. They love spending time together as a family and finding new adventures. Cindy and Kris love going to UT football games, spending time outdoors with the kids, and traveling to new places.

Education

  • Texas State University, Master's Degree in Criminal Justice
  • University of Texas at Austin, Bachelor's Degree in Psychology
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Amy McDonald

Client Associate

Amy McDonald joined UBS in early 2014. Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler. Amy primarily handles the planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports. Amy serves as the Cleveland Chapter Chairperson for The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.

Education

  • The Ohio State University, B.S. in Business Administration with a Concentration in Marketing
43 Village Way
Suite 201
Hudson, OH 44236

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