The Clevenger Douglas Group is a team of experienced financial advisors at UBS Financial Services Inc. in Austin, TX. With over 30 years of experience, Senior Vice President Robert Clevenger specializes in legacy planning, portfolio management, and complex financial and estate planning. First Vice President Paul Douglas brings a holistic and comprehensive planning-based perspective to clients, assisting them with their portfolio management and legacy planning needs. Together, they provide quality strategies customized to clients' needs, aiming to be their primary source of financial advice.
Associate Director Kyle William Douglas brings over a decade of experience in the financial services industry, holding various management roles and a wide range of expertise. Client Associate Cynthia Lyssa Lee has six years of experience in the industry, providing excellent client service. The team at The Clevenger Douglas Group is dedicated to developing long-term relationships with their clients through a commitment to quality client service and providing the advice needed to shape the legacy clients envision for the future.
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