Understanding

Juan Sandoval is a Financial Advisor, Managing Director-Wealth Management at UBS Financial Services Inc. Since 1992 he has helped clients navigate significant life 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.

Juan’s experience and commitment to his clients have earned him national recognition. He has been named to the Forbes Best-in-State Wealth Advisors list for over five years and honored as a Barron’s Top 1200 Advisor for the past two years.

Originally from Madrid, Spain, Juan graduated magna cum laude from Wofford College with a degree in economics and finance, where he also played four years of varsity tennis and earned All-American honors. He holds the prestigious designation of Wealth Advisor at UBS and has completed advanced coursework in financial planning, portfolio management, and equity strategies.

Passionate about giving back, Juan has served on more than four nonprofit and community boards in the past decade and continues to play an active role on the board of Education Equals Hope.

When he’s not advising clients, you’ll often find Juan on the tennis court, exploring new destinations with his wife Cristina, or spending time with their three children.

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.

As a Senior Wealth Strategy Associate at UBS, Crockett specializes in developing financial plans tailored to each client’s unique story. She builds lasting relationships and guides families – often across multiple generations- through important financial decisions.

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.

Crockett is a Charlotte native. She is actively involved with Forest Hill Church, North Carolina Presbyterian Pilgrimage, and serves on the board of Education Equals Hope, a non-profit that provides education to thousands of students around the world. She is also part of the Charlotte chapter of 100 Women Who Care.

A proud South Carolina Gamecock and huge college football fan, Crockett is a self-proclaimed foodie who loves to travel. She also enjoys walks, yoga, Pilates and a good game of Mahjong.

Leila has more than 25 years of experience in financial services. She oversees client service operations, handling clients’ day-to-day needs and ensuring everything runs smoothy for our team. She loves building relationships with clients and works hard to make sure their needs are met. 

She began her career with A.G. Edwards in 1999, then spent several years at Bear Stearns and JP Morgan Securities before joining UBS in 2014. After living most of her life in New Jersey, she and her husband relocated to the Charlotte area in 2017 and she joined The Fairview Group.

Outside of work, Leila enjoys spending time with family and friends, especially visiting her daughter in Richmond, Virginia. She fosters cats, loves true crime and baseball, and listens to all kinds of podcasts.

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.