Understanding

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.

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.

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.

Leila, who has more than 25 years of financial services experience, ensures clients have an enjoyable and seamless experience working with our team. She ensures the day-to-day administrative needs of the business and clients are met.

Leila joined UBS in Short Hills, New Jersey, in 2014, after starting her career in financial services at A.G. Edwards in 1999. She relocated to the Charlotte, North Carolina, area with her husband in 2017 and joined The Fairview Group.

Leila enjoys exploring Charlotte, North Carolina, reading and spending time with family and friends.

Gage is the newest member of the team and is committed to providing an excellent experience to the team's clients. 

Having lived his whole life in North Carolina, Gage completed his bachelors degree at North Carolina State University and has continued his financial education by passing the SIE, the Series 7 and is now working on the Series 66.  

Gage enjoys fishing, reading, working out, and spending time with his friends and family. 

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.