A plan for today, tomorrow and generations to come

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Jeff works closely with clients to help them live more and worry less about their finances.  He has been an advisor with UBS since 2007.  Prior to joining the firm, Jeff spent 7 years working at Bank of America US Trust where he served as a Vice President and Trust Officer. His experience advising hundreds of clients over the last 2 decades 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 TM professional (CFP®) and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers giving his clients peace of mind that the strategies Jeff and the team use and the advice that they give help them achieve their financial goals.

Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel (13) and Jake (10). In his free time, Jeff is an avid runner and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina.  Jeff also stays busy as an assistant little league baseball coach and helps to lead a long-term discipleship program for 28 fathers and sons called Realman.  Jeff supports and/or volunteers for a number of local non-profit organizations including Grace Church, 3Gen Ministries, 721 Ministries, Habitat for Humanity, Homes of Hope and the United Way of Greenville County. He is also a member of The Greenville Estate Planning Council.

• Forbes Best-in-State Wealth Advisors, 2022The 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.

• 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, 2022The 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.

• Wealth Advisor

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Brian joined UBS as a Financial Advisor in 2000. Prior to his move to Wealth Management, 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. 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.

Brian graduated magna cum laude 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. Furthermore, he must fulfill annual continuing education requirements, which give him insight into the most current planning strategies and financial trends. In recognition of this expertise, Brian was ranked as a "Top Advisor" in South Carolina by Forbes/SHOOK Best-In-State Wealth Advisors, 2021.

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, 2022The 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.

• 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, philanthropic services, concentrated stock management and tax minimization strategies.

In recognition of this expertise, Mike was ranked as a "Top Advisor" in Florida by Barron's in 2009 and a Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, and 2021. 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 and Palm Beach Illustrated Magazine, as well as a variety of radio and television programs have asked him 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, 2022The 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.

• Palm Beach Atlantic University, B.S. Business Administration with a concentration in Finance
• University of Miami: 1987 - 1988

• 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.

• University of Tennessee, B.S. Business Administration: 1973
• University of Tennessee, M.B.A. in Business Administration: 1976

• Senior Portfolio Manager

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Chris has over 30 years of investment experience in the financial industry. He graduated from the University of Illinois with a Bachelor's of Science degree in Business and Administration and was both a member of the Chicago Board of Trade and the Chicago Board Options Exchange for many years.

As a former option specialist and market maker on the Exchange floors, Chris has a very strong and sophisticated knowledge of the fixed income and option markets. Chris holds the Certified Financial Planner ™ designation and follows a thorough and disciplined approach to investing. His focus is on asset allocation, fixed income, options strategies and risk diversification strategies for concentrated stock positions.

Chris approaches every client as an individual with unique values, desires and financial goals. His experience in developing sophisticated strategies helps him to create the appropriate strategy and solutions for even the most complex situations. In addition, when requested, he works closely with his clients' other advisors, including attorneys and accountants, to fully integrate his clients' tax and estate planning strategies.

Chris lives in the Keowee Key community on beautiful Lake Keowee. He enjoys golf, gardening and slow lake cruises with his wife Kim and their dog Maddie.

• CERTIFIED FINANCIAL PLANNER™