Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Christian Perry is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including at Top Golf and Tropical Smoothie. Outside of financial services, he is involved in retail service work at Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory services.

Evan Clatterbuck is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank from 2016 to 2019. He is based in Charlotte, NC. 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, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Kyle Garrison is a financial advisor at UBS Financial Services with four years of industry experience. He has held prior roles at Bank of America, Merrill, and Black River Wealth Management Ltd., and has work experience outside finance including positions at United Parcel Service and NitroFlex Gym. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients' goals and risk tolerances.

Damien Supple is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience, all spent at UBS. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Grace Kristofic is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Heritage Financial LLC and Duquesne University. Her background also includes roles outside of finance, such as involvement with the Virginia Volleyball Academy. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Connor Kitson is an advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work background includes roles at LPL Enterprise LLC, Align Technology, and Lightwave Dental, among others, as well as educational positions at Wake Forest High School and Heritage Middle School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets solutions.

Luke Stapleton is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Hobart and William Smith Colleges and Shanty Creek Resorts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management offerings.

Grace Anne Dangerfield is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., Linville Ridge Country Club, and First Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, providing a broad range of investment and capital markets services.

Samuel Bundy is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS, he worked at Regions Financial, Legacy Strength, and held roles outside finance including at DICK'S Sporting Goods and Lowe's. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, blending proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, operating across multiple financial services including futures commission merchant activities and securities-backed lending.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Flint Schuller is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and TIAA-Individual & Institutional Services, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Lauren Fink is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Digijaks Group and Clemson University. 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 tailored through proprietary research and model-based asset allocations.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. 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 employs proprietary research and model-based asset allocations to tailor client strategies.

Daniella Diquez is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Florida International University and Argos Nautic Manufacturing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Brandon Jamison is a financial advisor at UBS Financial Services with 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 14 years before joining UBS in 2025. He holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Julia Getzoff is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Wells Fargo and academic experience at the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven investment strategies.

Samantha Goodman is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at Robert W Baird and UBS Financial Services Inc. prior to her current role. Her background includes employment in the restaurant industry and a four-year period at the University of Colorado Boulder. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.