Family. Wealth. For Generations.

• 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
  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, 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.

• Wofford College, Economics and Finance, magna cum laude

• Wealth Advisor

• AK
• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IA
• IL
• IN
• LA
• MA
• MD
• ME
• NC
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• 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. 

• 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.

• University of Wisconsin in Madison, Finance and Accounting

• Senior Portfolio Manager

• 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, 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.

• University of South Carolina, Marketing and Management

• CERTIFIED FINANCIAL PLANNER™

• 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.