How will we work together?

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Jeff works closely with clients to help them live more and worry less about their finances. He has been a Financial Advisor with UBS since 2007. Prior to joining the firm, Jeff spent 7 years working in the Bank of America Private Bank where he served as a Trust Officer and Vice President. His experience has allowed Jeff to develop a unique and specific skillset in the area of trust and estate planning strategies for high net worth and ultra high net worth individuals and families.

Jeff graduated magna cum laude from Campbell University in 2000 with a B.B.A. in Trust Management and a Minor in Financial Planning. Campbell University offers the nation's only undergraduate and graduate degree programs in Trust and Wealth Management. Additionally, Jeff is a CERTIFIED FINANCIAL PLANNER® professional and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers.

Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel and Jake. Jeff supports numerous non-profit organizations including Grace Church, 3Gen Ministries, 721 Ministries, Habitat for Humanity and the United Way of Greenville County. He is also a member and former board member for the Greenville Estate Planning Council.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Campbell University, B.B.A. Trust Management and Financial Planning minor

• CERTIFIED FINANCIAL PLANNER®
• Certified Trust and Financial Advisor

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Fueled by his passion for helping people and analytics, Steve oversees all new relationships and financial planning.  He joined UBS in 2004 following a successful career as a management consultant with PricewaterhouseCoopers and serving as a financial analyst with Fluor Corporation. In recognition of this expertise, Steve was ranked as a "Top Advisor" in South Carolina by Forbes/SHOOK Best-In-State Wealth Advisors, 2020 and 2021.

Steve is a 1996 graduate of The Citadel in Charleston, SC where he earned a B.S. in Accounting and Business. He has been awarded the designation of Wealth Advisor, having completed over 150 hours of advanced training in a comprehensive blended learning program.  The Wealth Advisor program focuses on helping Advisors connect more deeply with clients and provides education and the following wealth management topics: investments, liabilities, insurance, executive compensation, protection strategies, qualified retirement plan and individual retirement account distributions, business succession planning, gifting to children and descendants, charitable gifting and distribution of wealth at death.

A resident of Greenville, SC, Steve supports and volunteers for a number of charities and public organizations.  Steve is a youth football and basketball coach, serves on the board of local schools, served as a Cabinet Member for the United Way of Greenville County and is a member of Saint Mary's Catholic Church.  Steve is an avid outdoorsman who loves all the natural resources available in South Carolina.

Steve and his wife, Kristen, have four children Thomas, Elizabeth, Lauren and Matthew.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• The Citadel in Charleston, SC, B.S. in Finance : 2022

• Wealth Advisor

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Brian joined UBS as a Financial Advisor in 2000. Prior to his move to UBS, Brian worked as a Commercial Banker with Wachovia Bank. He began his career in public accounting with Huges, Boan & Associates. Brian has been awarded the designation of Wealth Advisor, having completed over 150 hours of advanced training in a comprehensive blended learning program.  

Brian graduated from Clemson University in 1994 with a B.S. in Financial Management and a Minor in Accounting.  He holds Series 7 and 63 securities licenses, as well as life, health, and long-term care insurance licenses. Brian is also a CERTIFIED FINANCIAL PLANNERTM which allows him to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals.  To achieve this designation, Brian had to complete a stringent educational program and pass a series of rigorous examinations.  Furthermore, he must fulfill annual continuing education requirements, which give him insight into the most current planning strategies and financial trends. Brian was recognized as a Forbes Best-In-State Wealth Advisors, 2021-2023. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Brian and his wife, Lynn, reside in Simpsonville with their three children, Emma, James and Drew. His daughter, Emma, has special needs, and this drives Brian to be an advocate for families with special needs children. Brian and his family are active members of their church, Fellowship Greenville. In his free time, Brian enjoys hiking, Clemson football and spending time with his family.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor

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As a Senior Portfolio Manager, Mike focuses on high net worth and ultra-high net worth individuals, families and private foundations. During his 30+ years career at UBS and other financial services organizations, he has gained knowledge of the most sophisticated wealth management techniques and worked exclusively with a select group of clients to provide private planning, trust and estate planning strategies, philanthropic services, concentrated stock management and tax minimization strategies. Mike earned the Certified Exit Planning Advisor (CEPA) designation to help owners build more valuable companies, have stronger personal financial plans, and align their personal and family goals around growth and exit transition.

Mike is recognized as someone who has knowledge and perspective on investments and has been quoted in publications such as The Wall Street Journal, The Palm Beach Post, The Sun Sentinel, Palm Beach Illustrated Magazine, and The Greenville Business Magazine, and a variety of radio and television programs to provide insight and expertise on the markets. In addition, he co-hosted a television program entitled "Wealth and Wisdom" focused on educating the community for 11 years, which aired in South Florida on WXEL (PBS). Before joining UBS, Mike was a Managing Director at JPMorgan, where he held management positions as Regional Investment Executive for Michigan and Florida and Market Director for Florida and Georgia for Private Wealth Management.

Mike graduated cum laude from Palm Beach Atlantic University in 1990 with a B.S. in Business Administration with a concentration in Finance. He is a former Trustee of Palm Beach Atlantic University, a Director of the Albert E. and Birdie W. Einstein Fund, former Trustee for the Governor's School of the Arts Foundation Board, former board member for Impact Sports International and a graduate of Leadership Greenville Class 38.

Mike moved to Greenville, SC in 2009 with his wife, Stacey, and daughter, Brooke.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Palm Beach Atlantic University, B.S. Business Administration with a concentration in Finance

• Senior Portfolio Manager

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Mike began working as a Financial Advisor with JC Bradford in 1991, which ultimately became UBS in 2000.  Prior to his career in Financial Services, Mike spent time working with Ford Motor Company, Maremont Corporation, and Leon Shain Company, his family's auto parts business, which gives him a unique perspective on family owned and small business.

Mike works to provide his clients with individualized portfolio solutions, designed to fulfill their specific goals and needs. He specializes in retirement planning, education funding, charitable giving, and estate planning.

Mike graduated with Honors from the University of Tennessee in 1973, with a B.S. in Business Administration, then went on to receive his Masters in Business Administration in 1976, also from the University of Tennessee.  He holds Series 7 and 63 securities licenses, as well as life, health, and long-term care insurance licenses.

Mike and his wife, Michelle, reside in Greenville, of which Mike is a native.  They have three children, Katherine, Lee and Dorothy, and five grandchildren, Leighton, Coco, Thomas, Lilian and Oliver.  Mike is an active member of the local community.  He has served as a Campaign Chairman for the United Way of Greenville, as well as worked with the Canterbury Counseling Center, Friends of the Zoo, the Mental Health Association, and the YMCA.  Mike is also a graduate of the Furman University Diversity Leadership Class of 2011.  In his free time, Mike enjoys watching college sports, playing with his dogs, hiking and cooking for family and friends.

• Senior Portfolio Manager

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Anissa has spent her entire career helping clients with their financial lives.  She has over 22 years experience in the financial services industry.  As Team Administrator, a few of her daily responsibilities include working closely with the Advisors and Associates to make sure the team maintains reasonable deadlines, follows up with clients in a timely manner, and provides the best service to each and every client. Prior to joining UBS in 2009, Anissa worked with Merrill Lynch for ten years and Global View Investments for two years, gaining knowledge as a Client Service Associate as well as a Financial Advisor. 

Anissa graduated Converse College in 1997 with a B.A. in Economics and a Minor in Business Administration.  She holds Series 7 and 66 security licenses in SC, NC & FL, as well as life, health and long-term care insurance licenses which allow her to back-up the team's Portfolio Managers with client trading needs and provide excellence service to their insurance needs.

Originally from Anderson, SC, Anissa moved to Greenville in 2004.  Anissa has been involved in many charities in Greenville and is a member of Boulevard Baptist Church in Anderson where she is a part of the Honduras Mission Team and the Dental team lead.  In her free time, Anissa enjoys attending Clemson football games, traveling, spending time with her family, boyfriend Chad, dog Jake, cat Toby and friends.

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Molly grew up in Charleston, but fell in love with the upstate after graduating from Clemson University in 1998 with a B.S. in Financial Management. She has been with UBS since 2005. As a Registered Client Service Associate, Molly focuses on helping clients, providing administrative support and leveraging her ability to enter unsolicited trades for clients. She holds Series 7 and 66 securities licenses in SC & NC. She works closely with Anissa, Michele, Erin and Ashley to ensure clients receive the highest level of service.

Molly and her husband, John, moved to Simpsonville in 2004. They have two teenage daughters, Riley and Maggie, that keep them busy.  Molly enjoys giving back to the community whether it be through the United Way, helping in the schools or working in the church nursery.  Although a beach girl at heart, Molly loves spending time at the lake with friends and family and watching Clemson football.

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Michele joined UBS in 2014 as a part-time Associate and turned her passion for helping wealth management clients purse their goals into a full-time role in 2016. As a Wealth Management Associate, Michele supports the Advisors with their holistic wealth management services and marketing efforts that include Financial Planning, Banking, Insurance and all aspects of delivering a wealth management plan.

A native of the upstate, and graduate of the South Carolina Governor's School for the Arts and Humanities, Michele returned to Greenville in the fall of 2012. Michele obtained her B.M. in Violin Performance cum laude with honors in music and her M.M. in Violin Performance from Converse College in 2010 and 2012, respectively. Michele works closely with Anissa, Molly, Erin and Ashley to ensure clients receive the highest level of service. She holds Series 7 and 66 securities licenses.

In addition to her work at UBS, Michele is a member of the Pi Kappa Lambda Music Honors Society and performs with the Spartanburg Philharmonic, Brevard Philharmonic Orchestra, and Hendersonville Symphony Orchestra. You can spot Michele cycling through Greenville and beyond on her bike "Ruby". Occasionally you might find her in pursuit of a big bass on Lake Hartwell with her fiancé, Hunter Cockram.

• Converse College, B.M. Violin Performance, cum laude
• Converse College, M.M. Violin Performance

Ashley started as an intern with The ALFA SB Group at UBS in May 2018 and was hired as a part-time Client Service Associate continuing her focus on helping the team with day to day business needs and good work for clients. Ashley works closely with Anissa, Molly, Michele and Erin to ensure clients receive the highest level of service.

Ashley is a native of Liberty, SC and a 2019 graduate of North Greenville University with a B.S. in Accounting.

Ashley enjoys being involved with the community and has volunteered with the United Way in Greenville as a Tax Preparer and gathering School Tools for underprivileged kids.

In her free time, Ashley likes spending time with family and friends, traveling and Clemson football.

• North Greenville University, B.S. Accounting: 2019