Let's move forward. Together.

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.

Mature couple front yard

Andrea Murphy Doolan, CPFA, CFP Senior Vice President, Financial Advisor, Portfolio Manager

Senior Vice President–Wealth Management

Financial Advisor

Andrea Doolan exudes confidence as a highly accomplished,  CERTIFIED FINANCIAL PLANNER™, which is the standard of excellence in financial planning. She is also a Portfolio Manager, Financial Advisor and Senior Vice President of Wealth Management at UBS Financial Services Inc. located in Wilmington, NC.

With over 20 years of experience in the financial services industry, Andrea has a robust background, having previously served as a Wealth Advisor at Merrill Lynch Wealth Management for more than a decade. Throughout her distinguished career, she has excelled in developing tailored, goal-based strategies for individuals, families, and small businesses, encompassing various financial services such as investment management, 401k management, philanthropy, estate and trust planning, insurance, lending, and business and personal banking.

 In her current capacity, Andrea collaborates closely with clients and their tax and legal advisors to provide a comprehensive approach to wealth management.  This includes asset and liability management, tax minimization strategies, asset preservation, and generational transfers.

Andrea has a proven track record of helping clients pursue their objectives by crafting and overseeing personalized or defined strategies, model portfolio and third-party investment strategies. As a Portfolio Manager within UBS's advisory platform, Andrea may exercise discretion in managing strategies. She is unwavering in her commitment to operating with integrity and compassion while delivering exceptional services on a daily basis.

 Andrea is a finance graduate from the University of North Carolina at Wilmington and has also completed the educational requirements for the CFP certification at Duke University. She has been actively engaged in the community and has served as chair of Furever Friends Animal Rescue in 2017-2018. In her leisure time, Andrea enjoys spending quality time with her daughter Charli and her husband Brendan.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • MT
  • NC
  • NY
  • PA
  • TN
  • TX
  • WA
  • WV

Education

  • B.S. Finance, University of North Carolina at Wilmington

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Custom portfolios
Business Owners
Investing
1985 Eastwood Roads
Suite 110
Wilmington, NC 28403
  • (910) 509-2184

Email Me

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Gwen 10-2021

    Gwendalyn Smyth

    Client Associate

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      Gwen joined Andrea Murphy as her Client Service Associate in 2021 with over a decade of financial industry experience. Gwen is your primary source of contact, dedicated to providing exceptional customer service. She is here to assist you with setting an appointment, brokerage deposits, funds transfers, check requests, statements or tax reporting copies and questions regarding your accounts. Gwen is a graduate from UNC Wilmington and enjoys her family, boating, the beach, bike riding and staying active outdoors.

            1985 Eastwood Road
            Landfall Park North, Suite 110
            Wilmington, NC 28403
            gwendalyn.smyth@ubs.com
            Gwendalyn Smyth
            1985 Eastwood Road,Wilmington,NC,28403
          • Sheree

            Sheree Woods, CFP®

            NMLS #947868

            Senior Wealth Management Banker, UBS Bank USA

            Current role and areas of expertise

            Sheree joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Atlanta Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia and the Carolinas offices.

            Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer and ensure awareness of opportunities on both sides of the balance sheet.

            Professional history

            Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.

            Education and personal information

            In Sheree role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. in Finance from Georgia Southern University.

            Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie. 

            Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.

            Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

             

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            Mitchell Ross

            Director

            WMA Salesperson

          • Scott Nevin

            Director

            WMA Salesperson

            Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
          • Javier Ruiz

            Director

            Structured Solutions Consultant

            Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Outlook on interest rates

          Portfolio management

          Portfolio management

          Estate planning strategies

          Estate planning strategies

          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

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