Global insight. Opportunities worldwide.

Alpha June 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.

Road

Defining your priorities. Pursuing what matters.

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.

Advice for business owners

Advice for business owners

Multigenerational families

Multigenerational families

Executive decisions

Executive decisions

Pursuing your goals together

Our Mission is to Love and Serve others to enable you to live more and worry less. We do this with Wisdom, Integrity, Stewardship, Excellence, and Truth one relationship and investment at a time.

  • jeff

    Jeffrey S. "Jeff" Allen, CFP, CTFA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    Jeff works closely with clients to help them live more and worry less about their finances. He has been an 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 Vice President and Trust Officer. His experience advising 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 will help them to achieve their financial goals. 

    Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel and Jake. In his free time, Jeff is an avid runner, a newbie triathlete and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina. In a volunteer capacity thru 3Gen Ministries, Jeff has taken leadership roles in 2 long-term discipleship programs: Realman is a father/son program and NextLevel is an intensive 40 week men’s discipleship curriculum. Jeff supports numerous other 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 and former board member for the Greenville Estate Planning Council.

    • 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
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
    jeffrey.allen@ubs.com
    Jeffrey S. "Jeff" Allen, CFP, CTFA
    17 West McBee Avenue,Greenville,SC,29601
  • Steve

    Steve N. Armaly

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    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, B.S. in Accounting and Business: 1996
    • Wealth Advisor
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
    steve.armaly@ubs.com
    Steve N. Armaly
    17 West McBee Avenue,Greenville,SC,29601
  • Brian Blackburn Photo

    Brian A. Blackburn, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    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.

    • Clemson University, B.S. in Financial Management and a Minor in Accounting: 1994
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
    brian.blackburn@ubs.com
    Brian A. Blackburn, CFP
    17 West McBee Avenue,Greenville,SC,29601
  • Mike Lee April 2024

    Michael Lee, CEPA®

    Financial Advisor

    Senior Portfolio Manager

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    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
    • University of Miami: 1987 - 1988
    • Senior Portfolio Manager
    • Certified Exit Planning Advisor
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
    michael.s.lee@ubs.com
    Michael Lee, CEPA®
    17 West McBee Avenue,Greenville,SC,29601
  • Chris Newton Profile Photo

    Chris J. Newton, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    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.

      • University of Illinois, B. S. in Business and Administration
      • CERTIFIED FINANCIAL PLANNER™
      17 West McBee Avenue
      Poinsett Plaza
      Greenville, SC 29601
      christopher.newton@ubs.com
      Chris J. Newton, CFP
      17 West McBee Avenue,Greenville,SC,29601
    • CJ Newton Profile Photo

      C.J. Newton II, CFP, CIMA

      Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      CJ joined UBS in 2013 while at Clemson University pursuing his BS in Finance. After graduating in 2014, CJ teamed with Chris so that he could continue helping clients achieve their financial goals. CJ's focus is on the Financial Goal Analysis™ program - a very comprehensive report offering clients a complete picture of their financial plan and retirement years. As an important part of the planning process, CJ and Chris spend time with clients and their families to get to know each individual's goals and objectives. CJ then develops the plan and reviews the analysis so that each client may take comfort in and understand their financial and retirement picture.

      CJ is a Certified Financial Planner™ professional and is trained on retirement, estate planning, and investment strategies. CJ also earned the Certified Investment Management Analyst® designation by completing the Investment Management Theory and Practice executive education program through Yale School of Management and passing the CIMA® exam. Being a CIMA® practitioner helps CJ construct client portfolios in order to maximize risk-adjusted returns. He is passionate about helping clients and focuses on bringing forth the vast resources of UBS and his knowledge as a CFP® and CIMA® to each client relationship.

      CJ lives in Travelers Rest with his wife and high school sweetheart, Mallory.

        • Clemson University, B.S. Financial Management: 2014
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        17 West McBee Avenue
        Poinsett Plaza
        Greenville, SC 29601
        cj.newton@ubs.com
        C.J. Newton II, CFP, CIMA
        17 West McBee Avenue,Greenville,SC,29601
      • nick

        Nicholas Ray

        Senior Wealth Strategy Associate

        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Nick joined the Alpha Group in July of 2022 and brings nearly 20 years of experience investing in stocks and is a highly experienced options trader. Prior to joining the Alpha Group, Nick was a Portfolio Management Associate and Financial Advisor at Morgan Stanley in Norwell, Massachusetts. Nick started in the financial services industry in 2008, serving as a key member in the Trading Operations Group at State Street Bank & Trust in Boston. He worked with institutional clients and their portfolio managers to execute investment strategies using currency and equity options. Nick also has a background in real estate development and sales working as a project manager for a residential homebuilder prior to his career in finance.

        Nick resides in Simpsonville with his wife Haley, two daughters, Caroline and Maxine, and 3 boys, Samuel, John, and Charles. They attend First Baptist Church - Harrison Bridge campus in Simpsonville, SC.

              17 West McBee Avenue
              Poinsett Plaza
              Greenville, SC 29601
              nick.ray@ubs.com
              Nicholas Ray
              17 West McBee Avenue,Greenville,SC,29601
            • Graham Gracen Holt Profile Photo

              Graham G. Holt

              Client Associate

              • image
              • image
              • image
              • AL
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • HI
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MS
              • NC
              • NJ
              • NV
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

              As a Registered Client Service Associate at UBS, Graham Holt is responsible for servicing client relationships and accounts. He currently holds Series 7 and 66 security licenses.

              Graham graduated cum laude from the University of Georgia with dual degrees in Finance and Sport Management. Prior to joining UBS, Graham worked with high-profile clients in the world of sports – Major League Baseball, Major League Soccer, colleges and universities, and international Olympic organizations.

              Graham and his wife, Tory, have a son, Gracen, and a daughter, Darby. They currently reside in Simpsonville, SC. In his free time, Graham enjoys spending time with his family, coaching his son’s baseball team, and golfing, as well as cheering on the Georgia Bulldogs and Atlanta Braves. Graham and his family are active members at Rocky Creek.

                • University of Georgia, Finance and Sport Management: 2015
                  17 West McBee Avenue
                  Poinsett Plaza
                  Greenville, SC 29601
                  graham.holt@ubs.com
                  Graham G. Holt
                  17 West McBee Avenue,Greenville,SC,29601
                • Marley

                  Marley S. Landrum, AAMS®, CRPC®

                  Wealth Strategy Associate

                  • image
                  • image
                  • image
                  • AL
                  • FL
                  • GA
                  • MA
                  • NC
                  • NJ
                  • NY
                  • SC
                  • TX

                  Marley very much understands that life does not often go according to ones’ own plan; therefore, it has always been Marley’s desire to enter the Financial Services Industry as a “hand holder”. Marley’s mission in this field is to create a sense of comfort for clients that carries them through all seasons they encounter!

                  Marley joined the Alpha Group of UBS in July of 2021. Prior to joining UBS, Marley worked as a Wealth Management Associate at Raymond James. In her time there, she served the Advisors of the Greenville Complex by utilizing a form of MoneyGuidePro to create and deliver financial plans for clients and prospects, while simultaneously growing her own book of business.

                  Marley graduated cum laude from Clemson University in 2019 with a B.S. in Psychology and a Minor in Business Administration.  Marley is currently on the path to become a Certified Financial Planner, and already holds multiple specialized designations through The College for Financial Planning, including Wealth Management Specialist (WMS), Accredited Asset Management Specialist (AAMS), and Chartered Retirement Planning Counselor (CRPC). She holds her Series 7 and 66 security licenses, as well as life and health insurance.

                  After graduating from Clemson University, Marley moved to Greenville, SC, leaving her less than 2 hours from her hometown of Rock Hill, SC. Here, she attends a new church plant in the area, Resurrection Presbyterian Church. Over the past few years, Marley has dedicated many service hours to Tri-County Young Life, The American Diabetes Association, St. Jude’s Children’s Hospital, and The Juvenile Diabetes Research Foundation (JDRF), and Achilles International which includes fundraising and training for the Abbott World Marathon Majors! 

                  In her free time, Marley enjoys getting outdoors, running, cycling, spending time with her friends and family, and cheering on the Clemson Tigers!

                    • Clemson University, B.S. in Psychology and a Minor in Business Administration: 2019
                    • Accredited Asset Management Specialist
                    • Chartered Retirement Planning Counselor 
                    17 West McBee Avenue
                    Poinsett Plaza
                    Greenville, SC 29601
                    marley.landrum@ubs.com
                    Marley S. Landrum, AAMS®, CRPC®
                    17 West McBee Avenue,Greenville,SC,29601
                  • Brandon

                    Brandon T. Mills

                    Wealth Strategy Associate

                    • image
                    • image
                    • image
                    • FL
                    • GA
                    • MA
                    • NC
                    • NJ
                    • SC
                    • TN

                    Brandon joined UBS as a Registered Client Service Associate in May 2021. Prior to joining the firm, Brandon spent two years with a Private Wealth team at Ameriprise.

                    As a member of the Alpha Group, Brandon works closely with Brian Blackburn to deliver holistic wealth management services to clients, which include Banking, Insurance and Financial Planning solutions. Brandon currently holds Series 7 and 66 security licenses, as well as Life, Accident & Health Insurance licenses. 

                    Brandon is a 2018 graduate of Presbyterian College, where he earned a B.S. in Business Administration and Management. During his time at PC, Brandon was a 4-Year Varsity tennis player for the Blue Hose and led them to their first championship in school history.

                    As a native of South Africa, Brandon and his wife Brooke, enjoy traveling to new places as well as being outdoors, whether its hiking, running or cycling. Brooke and Brandon are also members of NewSpring Church at the Eastlan Campus.

                      • Presbyterian College, B.S. in Business Administration with a concentration in Management
                        17 West McBee Avenue
                        Poinsett Plaza
                        Greenville, SC 29601
                        brandon.t.mills@ubs.com
                        Brandon T. Mills
                        17 West McBee Avenue,Greenville,SC,29601
                      • kYLE

                        Kyle A. Goff

                        Client Associate

                        • image
                        • image

                          Kyle joined the Alpha Group of UBS as a Client Service Associate in March of 2024. Prior to joining the firm, Kyle spent over 6 years leading Chick-fil-A franchises. He was the senior lead for each establishment solely responsible for setting and accomplishing financial goals, influencing financial stewardship, and producing operational excellence. Driven by a passion to impact others, Kyle is dedicated to helping clients achieve their financial goals. Kyle primarily supports Steve Armaly with new relationships and financial plans.

                          Kyle graduated from Clemson University in May 2015 with a B.S. in Business Administration with a concentration in Management and Entrepreneurship. While attending Clemson, he was a part of various committees, including the Fellowship of Christian Athletes Finance Team and the Clemson University Student Alumni Council.

                          Kyle and his wife, Rachel, reside in Greenville with their son, Gabriel. They enjoy supporting and serving in local ministries. They are actively involved with Greenville Lead Collective’s Eleos student mentorship program and serve with their local church.

                          In his free time, Kyle enjoys fitness, the outdoors, skiing, and spending time with family and friends.

                                17 West McBee Avenue
                                Poinsett Plaza
                                Greenville, SC 29601
                                kyle.goff@ubs.com
                                Kyle A. Goff
                                17 West McBee Avenue,Greenville,SC,29601
                              • w

                                Wendy Phillips Levi

                                Client Associate

                                • image
                                • image

                                  Wendy joined the Alpha Group of UBS as a Client Service Associate in March 2022.  Prior to joining the firm, Wendy spent over 16 years at Raymond James in many capacities.  As a Client Service Associate, Wendy focuses on assisting each client individually as everyone's needs and financial goals are unique. Prior to Raymond James, she worked 12 years in the hotel industry. This background of providing great customer service and a touch of Southern Hospitality adds to her sincere belief that proactive communication with all clients is essential to creating a positive experience in our client and team relationships.

                                  Wendy graduated from the University of South Carolina- Upstate with a Bachelors degree in Education and Social Studies.  She and her family attend Mt. Pisgah Baptist Church of Easley, SC.  They often volunteer their time and resources to Generations Group Home of Fountain Inn.

                                  A native of the Greenville area, Wendy loves to showcase her love of the area with visitors.  She enjoys traveling with her husband, Jonathan and their daughter Lynnley.  In her free time, Wendy enjoys cooking, reading and spending quality time with family and friends.

                                    • University of South Carolina , B.S. in Secondary Education: 1992
                                      17 West McBee Avenue
                                      Poinsett Plaza
                                      Greenville, SC 29601
                                      gwendolyn.levi@ubs.com
                                      Wendy Phillips Levi
                                      17 West McBee Avenue,Greenville,SC,29601
                                    • clark

                                      Clark Rettberg

                                      Client Associate

                                      • image
                                      • image

                                        Clark joined the Alpha Group of UBS as a Client Service Associate in July 2022. Prior to joining the firm, Clark spent 2 and a half years at Moore Colson CPA’s and Advisors in Atlanta, GA. He primarily performed audit services for construction contractors and manufacturing clients during his time there. Clark is focused on assisting clients to achieve their financial goals. Clark primarily supports Jeff Allen and Marley Landrum.

                                        Clark graduated from Presbyterian College in May 2019 with a B.S. in Business Administration with concentrations in Accounting and Management. While attending PC he was the accounting club president and was a member of various college groups.

                                        Clark is a native of the Greenville area. He attends First Presbyterian Church in Greenville. In his free time, Clark enjoys cycling, golf, and spending time with his family and friends.

                                          • Presbyterian College, B.S. in Business Administration with concentrations in Accounting and Management: 2019
                                            17 West McBee Avenue
                                            Poinsett Plaza
                                            Greenville, SC 29601
                                            clark.rettberg@ubs.com
                                            Clark Rettberg
                                            17 West McBee Avenue,Greenville,SC,29601
                                          • jack

                                            Jackson R. Shubert

                                            Client Associate

                                            • image
                                            • image
                                            • FL
                                            • GA
                                            • NC
                                            • NJ
                                            • SC
                                            • TN

                                            Jack joined The Alpha Group of UBS as a Client Service Associate in June of 2022. Prior to joining the firm, Jack spent time as a wealth management intern at Beacon Pointe Advisors to assist in creating and maintaining financial plans. Jack also helped manage the Student Managed Investment Fund at The Citadel as the Vice President of Training and sector head for Financial Services and Real Estate. Jack primarily supports Financial Advisor Brian Blackburn to help clients receive the highest level of service.

                                            Jack graduated from The Citadel in May 2022 with a Bachelors in Finance. While at The Citadel, Jack was involved in Baptist Campus ministries, The Citadel mentorship program and also took on various leadership roles as a Company Commander.

                                            Jack is an active member of The Citadel Alumni Association and continues to serve his alma mater in any way he can. He is also a member of Newspring Church in Greenville, SC. In his free time, Jack enjoys fly fishing, working out, and spending time with his family, friends, and dog Ozzy.

                                              • The Citadel in Charleston, SC, B.S. in Finance : 2022
                                                17 West McBee Avenue
                                                Poinsett Plaza
                                                Greenville, SC 29601
                                                jackson.shubert@ubs.com
                                                Jackson R. Shubert
                                                17 West McBee Avenue,Greenville,SC,29601
                                              • cw

                                                Cristina Waingart Gerrald

                                                Client Associate

                                                • image
                                                • image
                                                • image
                                                • SC

                                                Cristina joined the Alpha Group of UBS as a Client Service Associate in October 2021. Prior to joining the firm, Cristina spent 2 years at TD Bank in the Wealth Management Group. She primarily serviced clients and financial advisors in Boston, MA and Long Island, NY. Cristina is passionate about helping clients and is expanding her knowledge through securities licenses. Cristina primarily supports Steve Armaly with new relationships and financial plans.

                                                Cristina graduated from Clemson University in May 2020 with a Bachelors in Accounting. During her time at Clemson, she played club volleyball, worked for the university president, mentored students in the Clemson Life special needs program, and took on leadership roles in her sorority, Zeta Tau Alpha.

                                                Cristina is a native of Greenville, SC and very involved in the local community with her husband, Heath Gerrald. Cristina serves with the special needs program, “Mosaic”, at Grace Church and she coaches high school volleyball. Cristina is also a member of the Greenville Chamber - Young Professionals. In her free time, she enjoys traveling, cheering on Clemson Football, playing volleyball, and spending time with family and friends.

                                                Cristina speaks fluent Spanish and English.

                                                 

                                                  • Clemson University, B.S. Accounting: 2020
                                                    17 West McBee Avenue
                                                    Poinsett Plaza
                                                    Greenville, SC 29601
                                                    cristina.waingart@ubs.com
                                                    Cristina Waingart Gerrald
                                                    17 West McBee Avenue,Greenville,SC,29601

                                                  Global Wealth Report 2024

                                                  Crafted wealth intelligence

                                                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                                  Gain additional insights into the trends shaping wealth in the US and around the world.

                                                  Download the report

                                                  A leader in wealth management

                                                  Backed by the strength of our parent company, UBS AG

                                                  $5.8+ trn

                                                  UBS Group invested assets
                                                  As of 03/31/2024

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a leading and truly global wealth manager

                                                  Insights