Tom Bray, CFP, CPWA - UBS Financial Services Inc.

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Robert Clevenger Jr. is a Senior Vice President - Wealth Management at UBS Financial Services Inc. in Austin, TX. With over 30 years of experience as a financial advisor, he has earned the trust of his clients and specializes in legacy planning, portfolio management, and complex financial and estate planning. Robert's expertise and comprehensive array of wealth management services and solutions make him a trusted advisor for clients looking to leave behind a lasting legacy. Robert Clevenger Jr. is a Wealth Advisor and Portfolio Manager at UBS Financial Services Inc. in Austin, TX. With a strong educational background, including a B.A. from The University of Texas at Austin, he has gained significant experience in the financial industry. Robert's expertise lies in understanding his clients' values and goals, and working with them and their other professional advisors to structure a plan for leaving behind a legacy that lasts for generations. His dedication to his clients and his specialization in legacy planning make him a valuable asset for those seeking comprehensive wealth management services.Generated from the website

Haven Investment Group, part of UBS Financial Services Inc. in Austin, TX, specializes in Private Wealth Management, offering high-net-worth clients access to sophisticated financial strategies and personalized advice tailored to their unique needs. With a team of experienced professionals, they provide comprehensive services in areas such as estate tax planning, investment strategies, and financial management for entrepreneurs, affluent families, and institutions. Led by Managing Director Kyle Gauthreaux and Senior Vice President Sean Cusack, the firm emphasizes building lasting client relationships through customized approaches that simplify complex financial landscapes. Their expertise spans pre-M&A planning, corporate financing, and multigenerational family wealth management, ensuring clients receive insightful guidance throughout various stages of their financial journeys. Generated from the website