Senior Vice President–Wealth Management
Financial Advisor
John Stanford is a Financial Advisor based in Charlotte, North Carolina, dedicated to guiding Deloitte Partners, Principals, and Managing Directors at Deloitte through the complexities of wealth management. With a deep understanding of the unique financial challenges faced by high-performing professionals at Deloitte, John delivers strategic solutions that helps foster growth, security, and confidence.
Working in close collaboration with Financial Advisor Jack Butler, John leverages their combined years of experience to craft personalized financial strategies that help prioritize long-term financial success. His reputation for integrity and a client-first mindset has earned him lasting relationships built on trust and measurable results.
Outside of UBS
In his free time, John enjoys spending quality time with his wife, Cara, and their two daughters. John is a passionate supporter of his alma mater, Florida State University. He also enjoys playing golf, smoking meats, and traveling with his family.
Senior Vice President–Wealth Management
Financial Advisor
John Stanford is a Financial Advisor based in Charlotte, North Carolina, dedicated to guiding Deloitte Partners, Principals, and Managing Directors at Deloitte through the complexities of wealth management. With a deep understanding of the unique financial challenges faced by high-performing professionals at Deloitte, John delivers strategic solutions that helps foster growth, security, and confidence.
Working in close collaboration with Financial Advisor Jack Butler, John leverages their combined years of experience to craft personalized financial strategies that help prioritize long-term financial success. His reputation for integrity and a client-first mindset has earned him lasting relationships built on trust and measurable results.
Outside of UBS
In his free time, John enjoys spending quality time with his wife, Cara, and their two daughters. John is a passionate supporter of his alma mater, Florida State University. He also enjoys playing golf, smoking meats, and traveling with his family.
Senior Vice President–Wealth Management
Financial Advisor
Jack Butler is a Financial Advisor based in Charlotte, North Carolina, with a specialized focus on serving Partners, Principals, and Managing Directors at Deloitte. Jack brings strategic insight to the team’s client relationships, helping high-performing Deloitte professionals navigate complex financial landscapes with clarity and confidence.
Jack works in close partnership with Financial Advisor John Stanford, combining their strengths to help deliver tailored financial strategies that support long-term growth and wealth preservation. Known for his integrity and client-first approach, Jack has built enduring relationships grounded in trust and results.
Outside of UBS
Beyond his professional life, Jack enjoys spending time with his wife, Jillian, and their three children. On the weekends, they can be found enjoying the company of family and friends.
Senior Vice President–Wealth Management
Financial Advisor
Jack Butler is a Financial Advisor based in Charlotte, North Carolina, with a specialized focus on serving Partners, Principals, and Managing Directors at Deloitte. Jack brings strategic insight to the team’s client relationships, helping high-performing Deloitte professionals navigate complex financial landscapes with clarity and confidence.
Jack works in close partnership with Financial Advisor John Stanford, combining their strengths to help deliver tailored financial strategies that support long-term growth and wealth preservation. Known for his integrity and client-first approach, Jack has built enduring relationships grounded in trust and results.
Outside of UBS
Beyond his professional life, Jack enjoys spending time with his wife, Jillian, and their three children. On the weekends, they can be found enjoying the company of family and friends.
Senior Wealth Strategy Associate
Cheryl joined our team in 2024 and works closely with John, Jack, and our clients to help them understand, utilize, and maximize their Deloitte benefits and programs. Cheryl is a tremendous asset to our clients and our team in our pursuit to provide exceptional service and advice.
Most recently, she served as the Managing Director of the Deloitte Wealth Office. There, she helped countless Partners, Principals, and Managing Directors navigate their wealth and Deloitte benefits. She brings over 25 years of experience working with high-net worth PPMDs providing clarity around their financial plans.
Outside of UBS
Cheryl is an avid traveler and tennis player. She enjoys spending time outside the office on the court, walking her two dogs, and spending time with family and friends.
Senior Wealth Strategy Associate
Cheryl joined our team in 2024 and works closely with John, Jack, and our clients to help them understand, utilize, and maximize their Deloitte benefits and programs. Cheryl is a tremendous asset to our clients and our team in our pursuit to provide exceptional service and advice.
Most recently, she served as the Managing Director of the Deloitte Wealth Office. There, she helped countless Partners, Principals, and Managing Directors navigate their wealth and Deloitte benefits. She brings over 25 years of experience working with high-net worth PPMDs providing clarity around their financial plans.
Outside of UBS
Cheryl is an avid traveler and tennis player. She enjoys spending time outside the office on the court, walking her two dogs, and spending time with family and friends.
Client Associate
Yuval brings nearly two decades of experience in portfolio management, investment research, and wealth management. He works closely with high-net-worth and ultra-high-net-worth individuals, and executives, helping them navigate complex financial decisions through customized investment strategies, portfolio implementation, portfolio transitions, and thoughtful long-term planning. Drawing on extensive experience across both institutional and independent advisory environments, Yuval specializes in portfolio construction, asset allocation, investment research, and portfolio oversight. His background as an investment manager enables him to evaluate opportunities across asset classes and develop investment solutions tailored to each client's unique objectives, circumstances, and evolving needs. Yuval believes successful investing begins with discipline, rigorous analysis, and a long-term perspective. He is passionate about helping clients make informed decisions, navigate changing market environments, and maintain confidence in their financial strategy through every stage of life.
Credentials that build confidence
Outside of UBS
Originally from Israel, Yuval served in the Israel Defense Forces before moving to the United States. As a lifelong athlete and competitive soccer player, he developed a deep appreciation for teamwork, preparation, discipline, and leadership, principles that continue to shape both his professional and personal life. Yuval lives in Charlotte, North Carolina with his wife, two teenage daughters, and their two dogs. Outside of work, he enjoys exercising, reading, traveling, cooking, and playing soccer with family and friends.
Client Associate
Yuval brings nearly two decades of experience in portfolio management, investment research, and wealth management. He works closely with high-net-worth and ultra-high-net-worth individuals, and executives, helping them navigate complex financial decisions through customized investment strategies, portfolio implementation, portfolio transitions, and thoughtful long-term planning. Drawing on extensive experience across both institutional and independent advisory environments, Yuval specializes in portfolio construction, asset allocation, investment research, and portfolio oversight. His background as an investment manager enables him to evaluate opportunities across asset classes and develop investment solutions tailored to each client's unique objectives, circumstances, and evolving needs. Yuval believes successful investing begins with discipline, rigorous analysis, and a long-term perspective. He is passionate about helping clients make informed decisions, navigate changing market environments, and maintain confidence in their financial strategy through every stage of life.
Credentials that build confidence
Outside of UBS
Originally from Israel, Yuval served in the Israel Defense Forces before moving to the United States. As a lifelong athlete and competitive soccer player, he developed a deep appreciation for teamwork, preparation, discipline, and leadership, principles that continue to shape both his professional and personal life. Yuval lives in Charlotte, North Carolina with his wife, two teenage daughters, and their two dogs. Outside of work, he enjoys exercising, reading, traveling, cooking, and playing soccer with family and friends.
Team Administrator
Hannah joined John and Jack at UBS in 2021 and currently serves as Team Administrator. She assists 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.
Outside of UBS
Hannah is originally from Mooresville, North Carolina and now lives in Charlotte with her fiancé Pierce. Outside of work, Hannah enjoys spending time needlepointing, traveling, and entertaining friends and family at home. Hannah and Pierce are alumni of the University of South Carolina and enjoy attending football games in Columbia.
Team Administrator
Hannah joined John and Jack at UBS in 2021 and currently serves as Team Administrator. She assists 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.
Outside of UBS
Hannah is originally from Mooresville, North Carolina and now lives in Charlotte with her fiancé Pierce. Outside of work, Hannah enjoys spending time needlepointing, traveling, and entertaining friends and family at home. Hannah and Pierce are alumni of the University of South Carolina and enjoy attending football games in Columbia.
Wealth Strategy Associate
Wells was born and raised in Raleigh, North Carolina. He graduated from the University of North Carolina at Chapel Hill in 2023.
He joined the team in 2024 and supports clients with financial planning. Working with individuals and families, Wells enjoys contributing to the planning process and helping clients address important considerations related to their wealth, legacy, and charitable giving goals.
Outside of UBS
In his free time, Wells is an active member of Hope Community Church. He also enjoys playing golf, spending time with friends, and pulling for the UNC Tar Heels, Georgia Bulldogs, and Carolina Panthers.
Wealth Strategy Associate
Wells was born and raised in Raleigh, North Carolina. He graduated from the University of North Carolina at Chapel Hill in 2023.
He joined the team in 2024 and supports clients with financial planning. Working with individuals and families, Wells enjoys contributing to the planning process and helping clients address important considerations related to their wealth, legacy, and charitable giving goals.
Outside of UBS
In his free time, Wells is an active member of Hope Community Church. He also enjoys playing golf, spending time with friends, and pulling for the UNC Tar Heels, Georgia Bulldogs, and Carolina Panthers.
Client Associate
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.
Client Associate
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.
Client Associate
Alongside Abbie, Josie aids in serving our clients' operational needs. She aims to deliver a smooth and efficient operational process while handling money movements, account opening, records maintenance, and account transfers.
Outside of UBS
Josie is originally from Atlanta, Georgia and graduated from the University of North Carolina at Chapel Hill in May. She now lives in Charlotte where she enjoys spending time with friends and family, trying new restaurants, playing pickleball, and cheering on the Tar Heels.
Client Associate
Alongside Abbie, Josie aids in serving our clients' operational needs. She aims to deliver a smooth and efficient operational process while handling money movements, account opening, records maintenance, and account transfers.
Outside of UBS
Josie is originally from Atlanta, Georgia and graduated from the University of North Carolina at Chapel Hill in May. She now lives in Charlotte where she enjoys spending time with friends and family, trying new restaurants, playing pickleball, and cheering on the Tar Heels.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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