Wilmington, NC Eastwood Road Office

Serena Pace is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, she was involved with Party on Designs for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers research-backed asset allocation tailored to clients’ goals and risk tolerances.

Katherine Woodbury is a financial advisor with UBS Financial Services in Wilmington, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with UBS since 2019 and previously worked as a homemaker from 2013 to 2019. Woodbury serves on the North Carolina Council for Women & Youth Involvement advisory board, advising the governor and staff on issues affecting women and children in the state. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending programs.

James Lewis III is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at First Citizens Bank & Trust Company and its related entities for over two decades. Outside of his advisory role, he serves on the Board of Trustees at Campbell University and is a partner in a recreational hunting club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Bret Paterson is a financial advisor with UBS Financial Services in Wilmington, NC, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, 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 and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Teresa Treanor is a financial advisor with UBS Financial Services in Wilmington, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS Financial Services since 2011. 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 delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Kelly Tinsley is a financial advisor at UBS Financial Services with 35 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as Secretary and oversees the nominating committee for the New Hanover Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor plans, and offers a range of services including portfolio management, fee-based financial planning, and capital markets activities.

Jeffrey Cole is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with UBS Financial Services Inc. since 2005, based in Wilmington, NC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of products including fee-based financial planning, discretionary and non-discretionary portfolio management, and alternative investments. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Erin Dunn is a Series 66-licensed financial advisor with UBS Financial Services in Wilmington, NC, where she has worked since 2006, accumulating 18 years of industry experience. Outside of her advisory role, she works as a cashier, server, and bartender at Seagate Bottle Shop. 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.

John Franck is a financial advisor at UBS Financial Services with a Series 66 credential and three years of industry experience. Prior to joining UBS in 2025, he worked at Wells Fargo Clearing from 2022 to 2025. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for Saint Nicolas Greek Orthodox Church in North Carolina. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through model-based asset allocations and proprietary research.

James Corcoran is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, he served four years in the United States Marine Corps. UBS Financial Services Inc. 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 and provides research-based, tailored investment plans through a large network of advisors.

John Kilian is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with UBS Financial Services in Wilmington, NC since 2007. UBS Financial Services Inc. 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 provides a broad range of capital markets and research resources.

Mary Collins is a Series 66-licensed financial advisor with six years of industry experience. She has worked at UBS Financial Services since 2018 and previously spent two years at Stifel. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and access to alternative investment products. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

Maria Papageorgiou Mcgrath is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America, N.A. before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Elise Wilson is a Certified Financial Planner® at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.