Charlotte, NC Ballantyne Corporate Plaza Office

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

Hilary Miller Farmer is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Morgan Stanley before joining UBS in 2020. She serves on the board of directors for Humane Society Lake Norman, assisting with animal adoption and foster events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. 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, supported by proprietary research and a broad range of capital markets activities.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Andre Chung is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has 13 years of industry experience, having worked at UBS since 2008. UBS Financial Services Inc. 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 provides a broad range of capital markets and research resources to its clients.

Fred Mangano is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering 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 range of capital markets solutions.

Thomas Cavanaugh II is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner in a restaurant business, Brewburgers, and served as treasurer for the George C. Marshall 45th Reunion Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Grady Howard is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a director for the Charlotte Kiwanis Club, a charitable organization. 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 supported by proprietary research and tailored investment strategies.