A plan for today, tomorrow and generations to come

Comprehensive wealth management for Deloitte PPMDs

Choosing someone to help manage your financial life is not only an important business decision, but a highly personal one as well. As the global leader in wealth management for successful individuals and families, UBS is well positioned to act as your trusted advisor. 

Our practice was designed to deliver the world-class resources of UBS to you, at an individual level, through a highly customized experience. We are committed to our clients and the people, passions and causes that are dear to them. For those Deloitte PPMDs who value a holistic wealth management approach, our advice extends beyond just a comprehensive review of their overall balance sheet, but also considers all of the goals and circumstances that makes your situation unique. We hope to establish a one-to-one relationship where we can provide guidance on the complexity of your unique situation, with a tailored approach to help you better understand how it all works together in a coordinated fashion.

Advanced planning focuses on your goals

The greater your financial success, the greater your need for customized planning advice. Using our advanced
planning approach, we can help you clarify your priorities and then follow a customized goals-based course of
action for pursuing what matters most to you and your family, and addressing any challenges along the way.

  • John headshot

    John Stanford, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    I was born in Rockledge, FL, and spent my formative years with my parents and younger sister in Indian Harbor Beach, FL, where our lives were filled with sunshine and sports. My mom and dad were both educators before retiring and venturing school into the world of entrepreneurship, starting a successful children’s clothing company.

    Growing up, sports were a big part of my life. I excelled at racquetball, becoming a national junior champion—a proud achievement that fueled my competitive spirit and love for the game.  When not on the court, I worked at my parents' business where I learned the value of hard work and dedication.

    After graduating Melbourne High School, I went on to attend Florida State University. There, I pursued a dual major in Geography and Finance, laying the foundation for my future career.

    After earning my diploma, I went immediately into the world of financial services, joining the firm AG Edwards in 2000.  However, in May of 2014, Jack and I took the next step in our careers by joining UBS, a decision that has been both rewarding and fulfilling.  Today, we strive to be the premier wealth management team in our industry advising successful Deloitte professionals nationwide.

    Outside of the office, my life is a blend of family, golf, and giving back. Family travel is a priority, creating lasting memories with my wife Cara and our teenage daughters Delaney and Sophie.  When not traveling, I enjoy time spent playing golf and serving on our club’s golf and greens committee.  Additionally, I am deeply passionate about giving back through the Make an Impact Foundation, making a difference in the lives of others is something I find truly rewarding.

    In my downtime, you can find me cheering on my beloved Florida State Seminoles or indulging my love for sports cars. These passions fuel my spirit and remind me of the importance of pursuing what brings joy and fulfillment.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
        john.stanford@ubs.com
        John Stanford, CEPA
        6100 Fairview Road,Charlotte,NC,28210
      • Jack headshot

        Jack William Butler, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA

        I was born and raised with my younger brother in Winston-Salem, NC, where my parents met and worked at Wachovia, instilling in me a deep appreciation for finance and business from an early age. As a kid, my world revolved around soccer. I spent countless hours on the field, honing my skills and developing a love for teamwork and competition.

        From an early age, my parents made it clear that if I wanted something, I would have to work for it.  That motivated me to take my first job at a tool distribution factory, where I learned the value of hard work and responsibility.  I went on to attend high school at Forsyth Country Day where I not only excelled on the soccer team, but also served as student class president, honing my leadership skills and passion for serving others.

        After completing high school, I went on to the University of South Carolina.  There, I studied finance, further deepening my understanding and love for the financial world. During this time, our country entered a financial crisis and I was fortunate to obtain a wealth management internship.  Immediately, I knew I had found my calling by realizing the impact I could make in helping others navigate complex financial landscapes.

        In 2014, John and I joined UBS where we continue our mission: to be the premier wealth management team in our industry advising successful Deloitte professionals nationwide.

        My family is my rock. I am blessed with a loving wife, Jillian, and three wonderful children, Eliza, Pierce, and Georgia. Outside of the office, I prioritize family time, cherishing moments with my loved ones. I also stay active with workouts and never miss a Charlotte FC game, indulging my love for soccer. My faith is central to my life, and I am deeply involved with our church and other faith-based organizations, finding purpose in serving others.

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
            jack.butler@ubs.com
            Jack William Butler, CFP
            6100 Fairview Road,Charlotte,NC,28210
          • Hannah headshot

            Hannah Thomas

            Team Administrator

            • image
            • image
            • image
            • CA
            • DE
            • FL
            • GA
            • KS
            • KY
            • MD
            • MS
            • NC
            • NY
            • OK
            • SC

            Hannah works with Financial Advisors Jack Butler and John Stanford of UBS Financial Services Inc. in Charlotte, NC. She supports the ultra-high net worth clients of the team in helping to meet their investment, estate planning, and philanthropic goals. Hannah brings her talents in client service, communication, and professionalism in pursuit of the team’s goal to provide a world-class client experience.

            Credentials that build confidence

            • Series 7 and 66 securities licenses
            • Life, long-term care, accident and health insurance licenses

            Outside of UBS

            Hannah is originally from Mooresville, North Carolina and now lives in Charlotte. She enjoys exploring restaurants and local businesses in the city, spending time with friends, and traveling.

                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
                  hannah.thomas@ubs.com
                  Hannah Thomas
                  6100 Fairview Road,Charlotte,NC,28210
                • Abbie headshot

                  Abbie Rossi

                  Client Associate

                  • image
                  • image
                  • image

                    Abbie is dedicated to helping our clients with the onboarding process and client experience. Abbie is devoted to our clients in making sure their experience with our team is seamless and enjoyable. Abbie is committed to continuously expanding professional horizons. Abbie embodies a well-rounded approach to both work and personal interests.

                    Outside of UBS

                    Abbie is originally from Palm Beach Gardens, Florida and resides in Charlotte with her husband, Jason. Outside of work, Abbie cherishes quality time with family and enjoys exploring new destinations through travel.

                          6100 Fairview Road
                          Suite 900
                          Charlotte, NC 28210
                          abbie.rossi@ubs.com
                          Abbie Rossi
                          6100 Fairview Road,Charlotte,NC,28210
                        White House

                        ElectionWatch 2024

                        24 questions for the '24 US election

                        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                        Download the report

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        Building multicultural wealth, together

                        Building multicultural wealth, together

                        Woman with architectural plans

                        A plan to simplify your financial life

                        Businessman on phone in front of window

                        The good news is, you’re succeeding

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $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

                        Insights