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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Financial Advisor
CJ joined UBS in 2013 while at Clemson University pursuing his BS in Finance. After graduating in 2014, CJ teamed with Chris to form the Newton Group 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 before and during 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 also a Certified Financial Planner™ professional and is trained on retirement, estate planning, and investment strategies. He is responsible for implementing and monitoring the team's trading in individual stock positions that focus on dividend and growth stocks. He is passionate about helping clients and focuses on bringing forth the vast resources of UBS and his knowledge as a CFP® practitioner to each client relationship.
CJ lives in Simpsonville and very much enjoys traveling and exploring new places with his wife, and high school sweetheart, Mallory.
Financial Advisor
CJ joined UBS in 2013 while at Clemson University pursuing his BS in Finance. After graduating in 2014, CJ teamed with Chris to form the Newton Group 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 before and during 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 also a Certified Financial Planner™ professional and is trained on retirement, estate planning, and investment strategies. He is responsible for implementing and monitoring the team's trading in individual stock positions that focus on dividend and growth stocks. He is passionate about helping clients and focuses on bringing forth the vast resources of UBS and his knowledge as a CFP® practitioner to each client relationship.
CJ lives in Simpsonville and very much enjoys traveling and exploring new places with his wife, and high school sweetheart, Mallory.
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
