Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Mountaintop

Richard Allen Flippo Jr., CRPS

Financial Advisor

Allen has been around the financial industry for the majority of his life. His mother worked at a brokerage firm for over 18 years, and through this exposure he was able to learn the value of saving and the wealth management process. While attending The University of South Carolina,  Allen completed an internship in the financial services industry. This experience ignited his interest in wealth management and wealth preservation process. After graduating from college, Allen held a successful career as a medical device representative, where he consulted with surgeons and staff for three of the world's largest medical device companies.  While this career was exciting, and ever evolving Allen realized his desire to directly help people was not being met. While Allen was in process personally of interviewing financial advisors for himself he quickly realized the need for quality financial planning advice. He continued to have the feeling everyone he met with was just simply trying to sell me a product.  In early 2018  Allen decided to take a leap of faith and pursue his desire to help others through a career in financial services. His passion for having a positive impact on people's lives and doing all he can for his clients.  Today, Allen takes great pride in offering a concierge level of service to clients as we help guide them through life's biggest challenges. It's the important things – our families, our values, the impact we have on others – that connect us. We help each client answer some of life's questions: "Should I start my own business? Is it better to leave my kids everything? Or nothing? Will my family be ok when I'm gone?" Together, I know we can find the answer. Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities.

Not only do we help families but small to large business owners and their employees alike. 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • MA
  • MD
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY
941 Houston Northcutt Blvd
Suite 100
Mt. Pleasant, SC 29464
  • (843) 856-6607

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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