Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Peggy L. Godwin, CRPC

First Vice President–Wealth Management

Financial Advisor

With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.

Registered States:
  • CA
  • FL
  • GA
  • IN
  • KS
  • MA
  • MI
  • NY
  • OK
  • OR
  • TX
  • WI


  • B.S., University of Tulsa


  • Chartered Retirement Planning Counselor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5209

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Focus on liquidity management

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UBS Wealth Way

UBS Wealth Way


Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager