Family. Wealth. For generations

Generational Family on Beach

Our team is committed to making a real impact in the lives of successful families like yours. Our goals-based approach to wealth management helps ensure we deliver thoughtful financial planning and investment solutions for all aspects of your financial life.

With more than 30 years of experience, we specifically focus on helping our clients navigate significant life events and financial transitions. Our team will be by your side every step of the way, whether you are selling your business, retiring, taking your company public, navigating a divorce or death of a beloved spouse. We will facilitate your ability to make smarter decisions with your money by addressing life’s biggest financial concerns such as protecting your wealth, mitigating taxes and supporting the philanthropic causes you care about.

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Your Family Is Our Focus

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    Juan Sandoval

    Managing Director–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Juan Sandoval is a Managing Director-Wealth Management at UBS Financial Services.  Since 1992 he has been helping clients prepare and navigate significant life events and financial transitions including marriage and remarriage, divorce, retirement, estate management and death of loved ones. Together with his team, Juan helps high-net-worth clients address their five most pressing concerns: preserving wealth, mitigating taxes, ensuring assets are not unjustly taken, intergenerational wealth transfer and effective charitable giving

    Originally from Madrid, Spain, Juan graduated magna cum laude from Wofford College in Spartanburg, South Carolina, with a degree in economics and finance. He also earned the prestigious designation of Wealth Advisor at UBS, and he has taken substantial courses in financial planning, portfolio management and equity strategies.

    In his free time, Juan enjoys tennis and donates his time to several charitable causes such as Education equals hope. He lives in Charlotte and has an adult daughter and son.

     

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

    • Wofford College, Economics and Finance, magna cum laude
    • Wealth Advisor
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
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    Roger Shuster

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Roger offers over 38 years of experience in the wealth management business and achieved a distinguished career by putting clients' interest first and providing exceptional advice through all stock and bond market cycles. Prior to joining UBS, he worked for Smith Barney. He has been a member of the Chairman's circle of Excellence at his predecessor firm. Roger received a bachelor's degree in finance and accounting from the University of Wisconsin in Madison and also holds the designation of Senior Portfolio Manager. 

      • University of Wisconsin in Madison, Finance and Accounting
      • Senior Portfolio Manager
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
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      Ron Fleischman

      Executive Director

      Branch Manager

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • NC
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV

      Ron began his career as a Financial Advisor in 1993 and joined UBS in 2002.  Since joining UBS he has held leadership positions in both Charlotte & New York and is currently responsible for leading the wealth management business for UBS in the Charlotte offices.  In this role and as a financial advisor on The Fairview Group, Ron’s focus is to bring the vast resources and capabilities of UBS to clients to help them achieve what's important to them.

      Ron earned a Bachelor of Science degree in finance from Drexel University in Philadelphia, PA.  Born and raised on Long Island, NY, he now lives in Charlotte, NC with his wife Robin.  They have a two adult children, Jamie and Finn.  He is an active supporter of the Charlotte Mecklenburg Police Foundation, Second Harvest Food Bank, Hands on Charlotte, and has been a mentor for members of the military transitioning to the civilian workforce through American Corporate Partners.  Ron is also an avid hunter and competitive pistol shooter.

            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
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            Crockett Rose Clark, CFP

            Senior Wealth Strategy Associate

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            • GA
            • NC
            • SC

            Crockett has developed a unique ability to provide the team's clients with highly personalized, efficient client services that include account opening and maintenance, cash management, client communication and reporting, and technology support.

            Before becoming a part of UBS, Crockett graduated with honors with a degree in Marketing and Management from the University of South Carolina.  She has earned the CERTIFIED FINANCIAL PLANNER designation and holds her Series 7 and 66 securities licenses as well as life and health insurance licenses.

            Outside of the office, Crockett participates in service opportunities with her church. She loves yoga, reading, watching sports and spending time with family and friends.

              • University of South Carolina, Marketing and Management
              • CERTIFIED FINANCIAL PLANNER™
              6100 Fairview Road
              Suite 900
              Charlotte, NC 28210
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              Leila Vitale

              Senior Client Associate

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              • NC
              • SC

                    6100 Fairview Road
                    Suite 900
                    Charlotte, NC 28210
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                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager