Mt Pleasant, SC Office

William Velasco Jr. is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the membership committee of the Palmetto Club in South Carolina, where he contributes to growing the organization's membership. 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 employs proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based planning and discretionary portfolio management.

John Pavlinec is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he serves on the homeowners association board for Mariners Cay Yacht & Racquet Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Jarrett Strickland is a financial advisor at UBS Financial Services with 14 years of industry experience. He has held positions at MSC Insurance Group and Investacorp Advisory Services before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored investment solutions.

Ray Evans IV is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2026 and has prior experience at IFC Advisors and Vuori, as well as a background that includes roles at Santa Clara University and the Country Club of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Christopher Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and capital markets services.

Lindsey Rickards is a financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, ARAMARK, and Merrill. She holds Series 63 and Series 65 designations. Outside of her advisory work, she serves as an assistant coach with First Tee–Greater Baltimore, a youth education organization. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Amanda Millen Cole is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2013 and joined UBS in 2022. Cole serves as an officer of the Junior League of the Grand Strand and is a member of the boards of directors for both the Junior League and Girl Scouts of Eastern South Carolina. She also advises collegiate women in the Zeta Gamma Chapter of the Chi Omega Fraternity at the College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Ronald Bryson is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America, N.A. He is also a 50% owner of Mogado Acquisitions, LLC, an online teletherapy business named Wings for Me. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Marc Howard is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2020 and previously spent four years at Wells Fargo Private Bank. 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 incorporates proprietary research and model-based asset allocations to tailor client plans.

Ray Evans III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is also a member of a family-held LLC, R T M Q LLC, which is an investment-related business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including 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 investment strategies.

Cameron Cheek is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, Cameron serves on the finance committee and board of directors for Quadriplegics United Against Dependency, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Patricia French is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of her advisory role, she is involved in network marketing of hair products and serves as Finance Committee Member and Investment Committee Chair for the Catholic Diocese of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory products.

Stephanie Bright is a financial advisor with UBS Financial Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining UBS in 2019, she had multiple engagements with High Point Camp and periods of unemployment. Outside of her advisory role, she participates in a Christian leadership development program through Grace Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm’s advisors use proprietary research and model-based strategies to tailor plans for clients, offering a broad range of financial planning and portfolio management solutions.

George Jilich is a financial advisor at UBS Financial Services in Mt. Pleasant, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Bank of South Carolina, St. Phillips Episcopal Church, and The College of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Michael Smalyga Jr. is a financial advisor with UBS Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes positions at Morgan Stanley and Citigroup Global Markets prior to joining UBS in 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor strategies for clients.