Experience

Makes all the difference

Paul Douglas, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor.  He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs.  Paul has over 15 years of experience and previously worked at Merrill Lynch.  He earned his bachelors degree in finance from The University of Akron Honors College.

He is married to Nicole and they have a daughter and love spending time together as a family.  They enjoy being outdoors, staying active and traveling to new places together.  Paul is an avid sports fan and also an automotive enthusiast.   

 

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MI
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

  • The University of Akron, Bachelors Degree in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • CA License #0M50478
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

paul.douglas@ubs.com
Paul Douglas, CFP, CRPS
98 San Jacinto Boulevard,Austin,TX,78701

Cary Clevenger

Authorized Officer

Financial Advisor

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2025The 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

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

cary.clevenger@ubs.com
Cary Clevenger
98 San Jacinto Boulevard,Austin,TX,78701

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 over 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

Email Me

kyle.douglas@ubs.com
Kyle William Douglas
98 San Jacinto Boulevard,Austin,TX,78701

Lynn Geddis

Client Associate

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

lynn.geddis@ubs.com
Lynn Geddis
98 San Jacinto Boulevard,Austin,TX,78701

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