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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
