Experience

The founder of the Charlotte Street Wealth Partners, Jerry has over 40 years of experience in serving and managing the wealth of high net worth families. He began his career with Merrill Lynch as a Financial Advisor in 1979 then worked as an Advisor and Branch Manager with Smith Barney for 17 years. For the last 22 years, he has been a Senior Vice President and Market Director with UBS Financial Services in Asheville, NC.

An Asheville native, Jerry graduated from the University of Tennessee, in 1979 with a Bachelor of Science in Business. Jerry has 2 children, Ashley and Ben and enjoys spending time in Charleston, SC.

Ashley joined UBS in 2018 as a Wealth Strategy Associate in Charlotte, NC, focused on serving high net worth clients within Private Wealth Management. Prior to UBS, she worked at The Vanguard Group in Charlotte, NC, where she assisted clients with their investment needs. In 2022, Ashley relocated to Asheville, NC and joined the Charlotte Street Wealth Partners. Ashley graduated from North Carolina State University with a Bachelor of Science in Business and Bachelor of Arts in International Studies. Ashley and her husband, Lukas, enjoy spending time with friends and family and their two dogs, Moose and Lulu.

Karyn has been in the securities industry since 1991 and assistant to Bob Douglas since 1993. She first started with D.A. Davidson in Great Falls, MT before migrating to Asheville, NC. She joined UBS in 2013 after working at A.G. Edwards and BB&T/Scott & Stringfellow.

Karyn holds the Series 7, 9, 10, 63  & 65 licenses. She expands her knowledge by taking continuing education courses, learning new processes (such as Financial Goal Analysis) and staying current with client needs and goals.

She and her husband (both USAF veterans) enjoy living in NC with their German Shepard, Koa, When not working, they can often be found spending time with their three children and five grandchildren in Alabama, Western NC and Hawaii where her son is currently stationed with the USAF.