Family. Wealth. For Generations.

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

With more than 100 years of combined experience, we 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 planning for retirement, a business owner considering exiting your business,  or concerned about multi-generational wealth transfer. We will provide you with the insight and advice needed to make the best decisions for your family by addressing life’s biggest financial concerns such as protecting your wealth, mitigating taxes, and supporting the philanthropic causes you care about.

Advice. Beyond investing.

  • Juan Sandoval

    Juan Sandoval

    Managing Director–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • 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.

     

    • Barron's Top 1,200 Financial Advisors, 2024, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.

    • Wofford College, Economics and Finance, magna cum laude
    • Wealth Advisor
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    juan.sandoval@ubs.com
    Juan Sandoval
    6100 Fairview Road,Charlotte,NC,28210
  • Mac Mayer

    Malcolm "Mac" Mayer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • Forbes Best-in-State Wealth Management Teams, 2025The 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.

        13024 Ballantyne Corporate Pl.
        Suite 650
        Charlotte, NC 28277
        mac.mayer@ubs.com
        Malcolm "Mac" Mayer
        13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
      • Crockett Rose Clark

        Crockett Rose Clark, CFP

        Senior Wealth Strategy Associate

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        • GA
        • NC
        • SC
        • SD

        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.

        • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

        • University of South Carolina, Marketing and Management
        • CERTIFIED FINANCIAL PLANNER®
        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
        crockett.clark@ubs.com
        Crockett Rose Clark, CFP
        6100 Fairview Road,Charlotte,NC,28210
      • Leila Vitale

        Leila Vitale

        Senior Registered Client Associate

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        • NC
        • SC

        Leila joined UBS in the Short Hills, New Jersey office in 2014 after starting her career in financial services in 1999 at A.G. Edwards.  She relocated to the Charlotte area with her husband in 2017 and joined the Fairview Group.  As a Senior Client Service Associate she manages the administrative and daily service aspects of the business.

        Leila enjoys exploring the Charlotte area, reading, and spending time with her family and friends.

         

              6100 Fairview Road
              Suite 900
              Charlotte, NC 28210
              leila.vitale@ubs.com
              Leila Vitale
              6100 Fairview Road,Charlotte,NC,28210
            • Gage Mayer

              Gage Mayer

              Client Associate

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                      13024 Ballantyne Corporate Pl.
                      Suite 650
                      Charlotte, NC 28277
                      gage.mayer@ubs.com
                      Gage Mayer
                      13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
                    • Amanda Walrath

                      Amanda Walrath

                      Senior Client Associate

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                      • FL
                      • NC
                      • NY
                      • SC

                            13024 Ballantyne Corporate Pl.
                            Suite 650
                            Charlotte, NC 28277
                            amanda.walrath@ubs.com
                            Amanda Walrath
                            13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
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                          Tariffs, volatility and your portfolio

                          Are you ready?

                          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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