Columbia, SC Office

Paula Sabbagha is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. She serves on the board of directors for Special Olympics of South Carolina, participating in board meetings and fundraising activities. 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 asset allocation models to tailor plans to clients’ goals and risk tolerances.

Chancelor Strickland is a financial advisor at UBS Financial Services in Columbia, SC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Calmwater Advisors, and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets, advisory, and lending solutions.

Kenneth Finley is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and GrandSouth Bank. Prior to his financial services career, he held various roles including positions at the University of South Carolina and Dorman High School. 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 to tailor plans based on proprietary research and model-based asset allocations.

Divina Bundick is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 research and model-based asset allocations.

Larry Rowe Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has previously worked at Bank of America and Merrill, where he spent a combined total of over three decades. He holds Series 63 and Series 65 designations. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor financial plans.

Zachary Brown is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to UBS, he worked at Bank of America, Merrill, and Northwestern Mutual Investment Services. He also has experience with the South Carolina Retirement System Investment Commission and has held roles at the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, employing model-based asset allocations and research from its Chief Investment Office and global resources to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and affiliated banking and lending programs.

Ladd Lumpkin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he is the owner of Contential Properties, a for-profit LLC. 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.

John Mccabe is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on several nonprofit boards in Columbia, South Carolina, including the South Carolina Historical Society, the South Carolina State Museum Commission, and the River Alliance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor portfolios based on proprietary research and model-based asset allocations.

Dorian Gonzalez Jr is a financial advisor with UBS Financial Services and holds a Series 66 designation. He began his advisory career in 2025 and previously worked at the University of Miami and Belen Jesuit Preparatory School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Summer Cox is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Merrill from 2002 to 2023, with a brief period at North American Petroleum Store, LLC in 2020. Cox holds the Series 66 designation and is based in Columbia, SC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to client goals and risk tolerances.

Brent Roof is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he coaches the boys golf team at AC Flora Athletics in Forest Acres, SC. 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, providing a broad range of capital markets and advisory solutions.