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

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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

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
  • CA License #0E53546
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5220

Email Me

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