Your lasting legacy

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Curved building

Robert Clevenger Jr.

Senior Vice President–Wealth Management

Financial Advisor

As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 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
  • AR
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

Education

  • Southwest School of Governmental Finance at Texas Tech University
  • St. Andrews - Sewanee, Deans List
  • B.A., The University of Texas at Austin

Credentials

  • Wealth Advisor
  • Portfolio Manager
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5220

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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