Senior Vice President–Wealth Management
Financial Advisor
Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation. Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.
Before joining UBS, Kelsey worked as an accountant for KPMG. Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family. She currently lives in The Woodlands, Texas with her husband.
Recognized as an industry leader:
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
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation. Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.
Before joining UBS, Kelsey worked as an accountant for KPMG. Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family. She currently lives in The Woodlands, Texas with her husband.
Recognized as an industry leader:
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
Credentials
Let's connect
Senior Client Associate
Recognized as an industry leader:
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.
Senior Client Associate
Recognized as an industry leader:
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.
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.
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.
Email Me
