Understanding

Comes from experience

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Juan Sandoval

Managing Director–Wealth Management

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.

 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • Wofford College, Economics and Finance, magna cum laude

Credentials

  • Wealth Advisor
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

juan.sandoval@ubs.com
Juan Sandoval
6100 Fairview Road,Charlotte,NC,28210

Malcolm "Mac" Mayer

Senior Vice President–Wealth Management

Financial Advisor

Mac Mayer has more than 32 years of wealth and portfolio management experience that he draws upon to aid clients before and during retirement. Through meticulous financial planning and comprehensive wealth strategies, he helps ensure that client assets last them throughout their retirement as well as benefit future generations.

In 2008, Mac joined UBS Financial Services, where he is a Wealth Planning Specialist. Previously, Mac was a financial advisor at Smith Barney — where he was a Financial Planning Specialist — for about 14 years. He holds several FINRA securities licenses: Series 7, 8, 31, 63 and 65, as well as life and health insurance.

Mac is originally from Alexandria, Virginia, but he attended North Carolina State University and graduated with a degree in Economics and Business management. Mac has made Charlotte, North Carolina, his family home for more than three decades. He and his wife, Wanda, have been married for more than 30 years and have three grown children.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

mac.mayer@ubs.com
Malcolm "Mac" Mayer
13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Crockett Rose Clark, CFP

Senior Wealth Strategy Associate

Crockett is adept at developing personalized financial plans that address her clients’ particular needs, goals and timelines. She has more than 12 years of financial services experience — and all of them with UBS Financial Services Inc.

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.

Registered States:
  • GA
  • NC
  • SC
  • SD

Recognized as an industry leader:

  • 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.

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

Education

  • University of South Carolina, Marketing and Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

crockett.clark@ubs.com
Crockett Rose Clark, CFP
6100 Fairview Road,Charlotte,NC,28210

Leila Vitale

Senior Registered Client Associate

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.

 

Registered States:
  • NC
  • SC
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

leila.vitale@ubs.com
Leila Vitale
6100 Fairview Road,Charlotte,NC,28210

Gage Mayer

Client Associate

13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

gage.mayer@ubs.com
Gage Mayer
13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Amanda Walrath

Senior Client Associate

Amanda is responsible for ensuring that clients are seen, heard, and that their requests are met in a timely manner. From managing client relationships to behind-the-scenes processes, Amanda is part of the glue that holds the team together. 

 

Amanda has nearly 30 years of financial services experience — 16 at UBS, after moving from Smith Barney with Mac Mayer, Senior Vice President—Wealth Management. She is FINRA registered, holding the Series 7 and 63 securities licenses.

Amanda is a Greensboro, North Carolina, native who now calls Fort Mill, South Carolina, home. She enjoys hiking, offshore fishing making her dogs happy and participating in volunteer activities through UBS. Her husband, Matt, is a former Marine and her best friend. Their daughter is serving in the U.S. Air Force, and their son in the U.S. Army.

Registered States:
  • FL
  • NC
  • NY
  • SC
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

amanda.walrath@ubs.com
Amanda Walrath
13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings