Your goals. Our comprehensive plan.

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Serving you: Townsend has over 20 years of experience in the financial services and wealth management industry and is a co-founder of Totalis Wealth Consulting at UBS. He is committed to identifying the most appropriate solutions to helping individuals, families, small businesses, private corporations & non-profits achieve their financial goals.  Townsend believes fostering strong relationships is essential to clients reaching financial success, as each client has their own individual needs. His intentional listening skills and attention to detail allow him to assist clients in identifying their key financial needs and develop a holistic approach to investing and planning for their future.

Townsend is an integral part of the community in eastern North Carolina and has spent the majority of his career at UBS. Prior to joining UBS, he was a Vice President at BB&T in North Carolina.  He helps lead the team’s Investment Committee, focusing on worldviews, diverse financial strategies and identifying key trends dominating economies and markets.

Credentials and Experience:
• B.B.A. in Trust & Investment Management, Campbell University
• Minor in Financial Planning, Campbell University
• Certified Trust and Financial Advisor
• Portfolio Management program, UBS
• FINRA Series 7, 63 & 65
• NC Life & Health License

Get to know Townsend: Townsend is very active in the community and currently serves on the Harnett County Airport Board, the Presidential Board of Advisors at Campbell University and the Campbell University Foundation Board. He was born and raised in Dunn, NC and he currently lives in Lillington with his wife and 2 children. In his free time, Townsend enjoys golfing, hunting, aviation and spending time with his family and church community.

• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Serving you:  With over 30 years of wealth management experience and co-founder of Totalis Wealth Consulting at UBS, Gene truly enjoys his work. He dedicates his time building long-lasting relationships with clients, their families, friends and colleagues. He specializes in working with individuals, families, private corporations, non-profits and retirement plans. Through his discovery process, Gene works towards earning his clients’ trust by helping identify and address issues that are important to them, resulting in successful outcomes.

Prior to joining UBS, Gene was a Managing Director of Trust & Fiduciary Services at a large commercial bank, where he was a member of their Wealth Management Executive Management Team.  With experience in Trust Administration, Operations, Personal and Institutional Trusts, Financial Planning, Philanthropy and Qualified Retirement Plans, the breadth of Gene’s knowledge of the industry is expansive.

Credentials and Experience:
• B.B.A. in Trust & Investment Management, Campbell University
• Minor in Financial Planning, Campbell University
• Graduate – National Graduate Trust School, Northwestern University
• FINRA Series 6, 7, 26, 63, 65
• NC Life & Health License

Get to know Gene: Gene is very active in the community and currently serves on three community focused boards. He was born and raised in Charlotte and currently lives with his wife in Angier. In his free time, Gene enjoys offshore fishing, golf, outdoor activities and spending time at the beach.

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• HI
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Serving You:  With over three years of experience in financial services and wealth management, Robert is deeply committed to helping clients navigate their financial journeys. He is passionate about continuously learning and staying informed about financial markets to better serve his clients. Robert focuses on building long-lasting relationships and takes a holistic approach to managing clients' financial goals. He specializes in working with business owners, corporations, families, individuals, and retirement plans, offering tailored solutions to address a wide range of financial needs.

Credentials & Expertise:  Before joining UBS, Robert spent three years at Wells Fargo Advisors, where he gained extensive experience servicing trusts, PCL accounts, corporate accounts, individual accounts, and retirement plans. His background includes significant involvement in operational tasks, which has equipped him with a deep understanding of financial products and client service.

•  B.A. in Business Administration, University of Georgia
•  FINRA Series 66, 7, & SIE
•  NC Life, Health, Med. Supp/Long-Term Care Insurance Licenses                                        

Get to know Robert:  A Wilmington, NC native, Robert has also lived in Raleigh, Charlotte, and Athens, GA. He is active in his community, serving as a member of the local Rotary Club and regularly attending St. Nicholas Greek Orthodox Church. Outside of work, Robert enjoys spending quality time with family and friends, relaxing by the beach, boating, and playing golf, along with staying active through a variety of other sports.

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Serving you: With over 18 years of industry experience, John is an integral member of Totalis Wealth Consulting.  As the Chair of the team's Investment Committee, John’s greatest strength is his ability to identify opportunity, provide insight and deliver the intellectual capital needed to help clients progress towards meeting their financial goals.

He spends his time focusing on portfolio construction & analysis, implementing advisory solutions, cash management and alternative strategies for our clients. John’s extensive knowledge of the financial markets and his passion for research, along with the strong relationships he has built with clients, make him a valuable asset to the team. 

Credentials and Experience

•B.S. Business Administration, University of North Carolina Wilmington
•Certified Financial Planner
•Life, Variable Life, Variable Annuity Licensed
•FINRA Series 7 & 66 Licensed

Get to know John: John was born and raised in Florida and currently lives in Hampstead with his wife and 2 children. Outside of the office, he stays busy with sporting activities for his kids and enjoys boating, fishing and many outdoor activities with his family and friends.

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Serving you: Terri delivers highly specialized administrative support services on behalf of the team.  She is primarily responsible for team organization and administration as well as ensuring client satisfaction by helping create a customized client experience. Terri also serves as part of the team’s investment committee, reviewing client portfolios and trade execution, scheduling and preparing for client meetings and is head of marketing for the team. With an extensive background in operations, she utilizes her experience and industry knowledge to help clients find solutions to the challenges they face on their path to achieving their financial goals, building strong relationships along the way.

Credentials and Experience: Bringing decades of comprehensive financial services experience, Terri joined Totalis Wealth Consulting in 2025. Prior to joining the team, she held various roles within the industry including Branch Cashier, Branch Operations Manager, Branch Manager’s Assistant, Senior Registered Client Service Associate and Wealth Strategy Associate and most recently a Team Administrator for a multi-faceted Institutional Consulting team. She holds the FINRA Series 7, 63, 65 licenses.

Get to know Terri: Terri and her husband live in Wilmington, North Carolina with their three children. Outside of the office, Terri enjoys spending time outdoors with her family and friends, traveling, enjoying nature and is a fitness enthusiast.

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Serving you: Kaitlyn’s greatest strength is fostering relationships with clients and their families. Her relationship management skills coupled with her attention to detail, allow her to help clients identify financial issues and goals important to them, thus creating a successful roadmap forward.

Her engaging personality and passion for people is evident in all that she does. She makes great effort to ensure clients have an exceptional experience which is a large part of the value she brings to our team and client relationships.

Credential and Experience
•B.A. Athletic Training, University of North Carolina Wilmington
•FINRA Series 7 & 66 Licensed

Get to know Kaitlyn: Kaitlyn is active in the local community and is currently a board member for Turning Pointe Nonprofit. In her free time, she enjoys spending time with her husband and dogs. She can often be found boating, taking ATV riding excursions and spending time with her friends and family

Serving you: Elizabeth brings a dynamic blend of client-focused expertise and relationship-building acumen to our team. With a strong background in client servicing, relationship management, and training, she excels at creating meaningful connections that foster long-term partnerships.  Her natural ability to understand client needs and deliver tailored solutions makes her an invaluable asset to both our organization and the clients she serves. Elizabeth's collaborative approach and dedication to excellence ensure that every interaction is both professional and personable.

Credentials and Experience: Elizabeth holds a Bachelor of Science in Sociology with a Minor in Psychology from the University of Utah. She is actively preparing for her FINRA Series 7 & 66 examinations.

Get to know Elizabeth: Elizabeth enjoys spending time with her family and her goofy dog, Hamish. A true foodie at heart, she loves exploring new restaurants, trying different cuisines, and discovering hidden culinary gems in her community. Elizabeth is also a trivia enthusiast who enjoys testing her knowledge and competing in local trivia nights.