A plan for today, tomorrow and generations to come

Meeting in a office

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

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    • 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
    • VA

    Insight grounded in experience
    John began his career as a financial advisor in 2000 with AG Edwards & Sons. He joined UBS in 2014. As the leader of the UBS Hatteras Wealth Management Group and DWealth-approved team for Deloitte PPMDs, John draws on nearly two decades of experience helping affluent families manage their financial futures. He and the team focus on providing holistic wealth planning advice to a select group of successful families and executives. Together, the team delivers advanced planning and investment management advice that looks beyond their clients’ portfolios to address each area of their financial lives.

    Under John’s leadership, the team has developed a highly tailored process called the Family Wealth Navigator. The process helps them deliver clarity, confidence and structure to their clients’ finances as they pursue their most important goals. The result is a first-class experience that enables clients to benefit from all of the resources of UBS and insights of the team.

    Credentials that build confidence

    • Certified Exit Planning Advisor® (CEPA®)
    • Series 7, 63, and 65 securities licenses

    Outside of UBS
    John has served on the Orlando board of the Buoniconti Fund to Cure Paralysis, and currently serves on the board of the Make an Impact Foundation. He is also active with his church, Davidson United Methodist, his daughters’ Y-Guides Indian Princesses tribe and Florida State University Alumni Association. John enjoys golf and spending time with his wife, Cara and their two daughters, Delaney and Sophie.

    • 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
      • Jack headshot

        Jack William Butler, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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
        • VA

        Insight grounded in experience
        Jack primarily focuses on the team’s business development initiatives and serves as their Financial Goal Analysis specialist, ensuring that every decision is made with his clients’ best interests in mind. In addition to these responsibilities, he assists the team in developing comprehensive financial plans for successful executives, entrepreneurs, and families who seek a higher degree of confidence in their financial future.

        As a Certified Financial Planner™ (CFP) designee, helping clients reach their goals is his top priority. Jack knows the right questions to ask about your life, your wealth and your hopes for the future. Together, he’ll help you find the answers you need to pursue those goals.

        Jack’s experience in the personal financial planning areas of insurance, investments, retirement, estate, and fiduciary responsibility further reinforce his team’s ability to make recommendations. They understand the complexities that come with significant wealth, and strive to provide advice tailored to individual circumstances that are expected and unexpected.

        Credentials that build confidence

        • Certified Financial Planner™ (CFP®)
        • Series 7 and 66 securities licenses
        • Life, long-term care, accident and health insurance licenses

        Outside of UBS
        Jack and his wife, Jillian, reside in Charlotte with their two children, Eliza and Pierce. They are active in Waypoint Community Church and love spending time with family and friends in the area. Jack in his spare time enjoys running, reading, working out with F3, and is an avid fan of the English Premier League, South Carolina Gamecocks, and Carolina Panthers.

        • 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
          • Hannah headshot

            Hannah Thomas

            Client Associate

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            • 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 meeting 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
                • Abbie headshot

                  Abbie Rossi

                  Client Associate

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                    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

                        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.

                        A team approach

                        A team approach

                        Wealth, from your point of view

                        Your life, wealth and future

                        Your life, wealth and future

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $5+ trillion

                        In invested assets globally 
                        As of 11/07/2023

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights