Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Lauren Hall is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

William Thomas is a financial advisor at UBS Financial Services in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Sullivan Higson is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at The O'Brien Tate Group and Jeter Hrubala Wealth Strategies LLC. He attended Wofford College and Providence High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Emily Dannenhoffer is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Bridgewater Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets activities.

Michael Blevins is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2004 to 2021 before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Ronald Fleischman is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 designations and having 32 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he is the owner of Carolina Firearm Consulting, LLC, which provides firearms training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research.

John Stanford is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Uvest Financial Services Group, J. W. Cole Advisors, and A. G. Edwards & Sons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

Christopher Kale is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Lowe’s Home Improvement and The FIND Lab. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions through its extensive platform.

Jack Butler is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment solutions.

Matthew Mclaughlin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor strategies to client goals.

Allison Marsh is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Gould is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citigroup Global Markets and Ameriprise. He serves as co-trustee of a spousal lifetime access trust and is the guardian for his sister’s children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Malcolm Mayer is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients.

Candace Cline is a CFP®-certified financial advisor with UBS Financial Services in Charlotte, NC, bringing 19 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she serves on the board of directors for the Park Terrace Towns Owners Association, where she assists with community maintenance oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients’ goals and risk tolerances.

Thomas Fischer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and AXA Advisors, LLC. Fischer is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Caroline Wyker is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has worked at UBS Financial Services since 2009, with a brief employment gap from 2019 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans, combining institutional trading capabilities with wealth management services.

Holly Giacobone is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 31 years of industry experience. She has worked at Merrill Lynch since 1994. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

Colin Noone is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2021, he held roles at several companies including Autobell, SoccerRealz, DoorDash, FedEx, and Footlocker. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.