$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
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.
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.
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: 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.
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.
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.
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.
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.
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: 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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
When was the last time you reviewed your insurance policies? Is it the right coverage for your changing life? And what about long-term care? If you’re now caring for adult children and aging parents, the costs today can be more than you expected. We can work with you to review your policies and offer insurance strategies to help preserve wealth, replace income and create a legacy.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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