A plan for today, tomorrow and generations to come

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Greg is a Senior Vice President, Financial Advisor and Senior Portfolio Manager with the Jastrzemski, Uzelac, and Shannon Wealth Management Group at UBS Financial Services in Richmond, VA.

 Greg and his wife Heather of 27 years are proud parents of six wonderful children. They are active members of Heights Church where the whole family serves in various areas. Greg also enjoys music, coaching his daughters’ volleyball teams, and recreation of all types.

 Greg is a Registered Representative with the Financial Industry Regulatory Authority and holds Series 7, 63, and 65 securities licenses. He is also licensed in Life, Annuities, and Health insurance. Greg earned a Bachelor of Arts degree from the University at Buffalo in Economics and Finance, and a Master of Science degree from D'Youville College in Secondary Mathematics Education. He also holds a Postgraduate Professional License in the Commonwealth of Virginia with full endorsements in Mathematics and Business & Information Technology.

Greg has been with UBS since 2012.  Prior to UBS, he served as a K-12 Mathematics Supervisor with both the Chesterfield County and Goochland County Schools, as well as an Adjunct Mathematics Professor at both Virginia State University and John Tyler Community College. A true teacher at heart – whether it involves rich mathematical ideas or diverse investment and financial planning analysis – Greg's strength has always been to make the complex more simple for both adults and students.

• Senior Portfolio Manager

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DJ is a Financial Advisor with the Jastrzemski, Uzelac, Shannon Wealth Management Group. He places a strong emphasis on tailoring recommendations to each client's unique situation. Specializing in identifying needs and crafting solutions, he understands the importance of bringing in the right resources to execute a comprehensive plan while staying adaptable to individual needs and evolving circumstances. 

DJ holds the Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations. He is a registered representative with the Financial Industry Regulatory Authority, holding the Series 7 and 66 securities licenses. His experience extends his role at UBS. DJ values spending time with friends and family, traveling to new destinations, and actively contributing to the community through volunteering. As a member of Rotary, he is committed to making a positive impact in the community.  

• Virginia Commonwealth University, Bachelor of Science, Finance: 2012 - 2016

• CERTIFIED FINANCIAL PLANNER
• Accredited Wealth Management Advisor

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David is an Account Vice President, Financial Advisor with the Jastrzemski, Uzelac and Shannon Wealth Management Group at UBS Financial Services in Richmond, VA.

Along with his wife Wendela and their three daughters, David stays active in Richmond’s educational and community enrichment programs. He serves as a volunteer running coach with Richmond Sports Backers. David is an Eagle Scout, patent holder, marathon runner, and enjoys hiking and biking with family and friends.

David is a Registered Representative with the Financial Industry Regulatory Authority and holds Series 7 and 66 securities licenses. He has his national mortgage license. David is also licensed in Life, Annuities, and long term care insurance. He earned a Bachelor of Science degree in Mechanical & Aerospace Engineering from Cornell University. Then David spent 25 years in manufacturing industries developing innovative products and leading research teams.

David joined UBS in 2017 after entered the Financial Services industry with Merrill Lynch in 2009. Working to solve life’s problems is David's passion and he prides himself on an ability to fully comprehend clients' life objectives and assist them to structure the steps necessary in the successful pursuit of their goals.  At UBS, he works seamlessly with UBS Bank USA and our financial industry specialists. David helps others to realize the benefits of education and retirement savings, as well as tax and legacy planning.

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Jillian works with one goal in mind: helping people feel financially secure. She finds it especially rewarding to see clients gain the freedom and confidence that comes with financial security.

As Team Administrator, Jillian manages day-to-day operations, client requests, and account administration. She joined UBS in 2020 and holds FINRA Series 7 and Series 66 registrations. She is committed to building lasting relationships with each client, taking pride in coordinating with the team to address needs large and small. She also supports the delivery of customized service and solutions, always striving to exceed clients’ expectations.

Outside of the office, Jillian and her husband, Jason, enjoy spending their free time exploring new places and going on adventures with their two young children, Luke and Grace.

Jillian is proud to support the team’s mission and looks forward to helping clients and colleagues with attentive, dependable service.

Carter joins the team this year as a Client Associate.  She comes to UBS having spent the last six years as a mortgage loan officer helping people reach their goal of homeownership by understanding their full financial picture and guiding them through the process.  Prior to that she spent an equal amount of time as a territory manager in the gift sales industry where she helped small businesses all over the state plan and maximize their sales goals.  From helping small business owners, eager home buyers, and now our valued clients here at UBS, she understands how personal finance really is and strives to provide clarity and peace of mind any way she can.

She is a native to Virginia, growing up in Virginia Beach and then moving to Richmond in 2014, shortly after graduating from the University of South Carolina.  Her and her family enjoy exploring all Richmond has to offer, including live music and great food, traveling, and spending time with all their extended families here locally.

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