Your story. Your wealth. Your plan.

Cropped New Team Photo Gallivan Group

What does your wealth mean to you? For some individuals, wealth represents freedom from worry. For others, it conveys exciting possibilities. Your story is like no other. It requires an experienced financial advisory team.

We are a multigenerational team of experienced Financial Advisors. For nearly 40 years, we have been affiliated with a single firm—UBS. Founded by Gally Gallivan, and continued under his son Clark’s leadership, our team has been stable and dependable. As a UBS Private Wealth Management practice, our focus is on serving families that seek expertise in wealth and legacy planning. Clients can feel confident that we will be here for them and future generations.

In everything we do, we seek to enhance your life and empower your legacy.

Our success is dependent on the relationships we develop and build with our clients and their families.

- Clark Gallivan

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • W Clark

    W Clark Gallivan, CFP®, CIMA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NY
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WI
    • WY

    Clark Gallivan is a Financial Advisor with UBS Financial Services in Greenville, SC. He understands that everyone has a unique story and strives to go beyond what is expected for the Gallivan Group's clients to meet their ever-changing and complex lives. Clark began his career in environmental consulting and later commercial banking but realized he desired to make a more personal connection with clients. In 2001, he joined UBS Financial Services Inc, and had the privilege of  working with his father Gally for over 16 years. Those years reinforced the lessons that he learned from an early age of having a long-term focus, creating a plan, and living consistently in a way that balances wants and needs. He is a graduate of The University of the South in Sewanee, Tennessee, Clark and his wife, Katie, live in Greenville with their four sons. He cares deeply about the community his family has called home for generations, and is involved with a number of local nonprofit organizations.

    • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      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, 2018, 2019, 2020, 2021, 2022, 2023The 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Senior Managed Accounts Consultant
      17 West McBee Avenue
      Poinsett Plaza
      Greenville, SC 29601
    • Thad Dulin

      Thaddeus Sadler "Thad" Dulin, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • NC
      • NJ
      • NM
      • NY
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WI
      • WY

      Thad Dulin is a Financial Advisor with UBS Financial Services. He is committed to those he serves, and, with thorough conversations, takes the time to ensure a deep understanding of what's important, now and for future generations. After a career in professional cycling, Thad became a Financial Advisor in early 2010 and was drawn to the role knowing what a difference advisors can make for a family. His focuses are on planning resources and marketing initiatives. As a native to the Upstate, he graduated with a degree in Business Management from Clemson University in 2008. Thad, his wife Dixie, and two daughters enjoy traveling and spending time on the lake.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

        • Certified Exit Planning Advisor
        17 West McBee Avenue
        Poinsett Plaza
        Greenville, SC 29601
      • Sara Rieser

        Sara Rieser

        Team Administrator

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        • CA
        • FL
        • GA
        • NC
        • NY
        • SC

        Sara Rieser is the Team Administrator for the Gallivan Group and is responsible for the management of client relationships. She enjoys working with our clients and their extended team of CPAs and Attorneys to help with the complexities of generational wealth management and planning. Sara graduated magna cum laude from the University of Kentucky where she received a Bachelor of Arts degree in Foreign Language and International Economics. Sara began working in the financial services industry in 2000, and in February 2008, Sara joined the Gallivan Group at UBS Financial Services. She brings many years of experience with account administration, client relationships and personalized service. Sara is married to Matt Rieser and they have four children

              17 West McBee Avenue
              Poinsett Plaza
              Greenville, SC 29601
            • Sandra

              Sandra McAvoy, CFP®

              Wealth Strategy Associate

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              • FL
              • GA
              • NC
              • SC

              Sandra McAvoy is a Wealth Strategy Associate and is responsible for financial planning, client reporting and performance measurement. Sandra's passion to solve problems and her attention to details are valuable assets to the Gallivan Group and its clients, of whom she has served for over 17 years. She graduated magna cum laude from Baptist College at Charleston (now Charleston Southern University) with a degree in Business Administration. Sandra and her husband David are proud parents to their son and two Boykin Spaniels.

                  • CERTIFIED FINANCIAL PLANNER™
                  17 West McBee Avenue
                  Poinsett Plaza
                  Greenville, SC 29601
                • Maura

                  Maura Maness

                  Wealth Management Associate

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                  • CA
                  • FL
                  • GA
                  • IL
                  • KY
                  • MA
                  • NC
                  • NM
                  • SC
                  • TX

                  Maura Maness is a Wealth Management Associate for the Gallivan Group and is responsible for client services and team operations. She graduated magna cum laude from The College of Charleston with a degree in Business Administration and then continued to The Citadel to receive her MBA. She loves the personal connection she makes with clients and providing exceptional client service. Maura is a South Carolina native and has called Greenville home since 2000. She and her husband, Doug, and are proud parents of their three wonderful children. 

                        17 West McBee Avenue
                        Poinsett Plaza
                        Greenville, SC 29601
                      • Steph Bright

                        Stephanie Bright

                        Client Associate

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                        • SC

                        Stephanie Bright is a Client Associate and is responsible for client onboarding and is the primary contact for all meeting and event scheduling. In January 2019, Stephanie began working for The Gallivan Group as an intern. Shortly after graduating Bob Jones University in May 2019, where she received her degree in Business Administration with a Finance Principle, she joined The Gallivan Group as a full-time member. Since joining the team, Stephanie has come to love hearing the history and stories of all the clients that she interacts with. When outside of work, Stephanie regularly attends Grace Church at their Travelers Rest, SC campus where she enjoys volunteering with their Mosaic ministry where they serve children and adults with disabilities.

                              17 West McBee Avenue
                              Poinsett Plaza
                              Greenville, SC 29601
                            • Joy

                              Joy Cutter

                              Senior Wealth Strategy Associate

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                              • FL
                              • GA
                              • NC
                              • SC

                              Joy Cutter is a Senior Wealth Strategy Associate and is responsible for assisting clients and team members with daily operations. She began working with Gally Gallivan prior to her graduation from Bob Jones University in 2001 where she received her degree in Financial Management. In 2008 she left The Gallivan Group to stay home with her two children and returned to the team in 2016. She and her family live in Peachtree City, Georgia.

                                    Home Worker GA
                                    Home Worker GA, GA 000
                                  Boys on boat

                                  Story focused

                                  Grandmother and granddaughter

                                  Relentlessly dedicated

                                  meeting of 3 people

                                  Impact driven

                                  UBS Private Wealth Management

                                  You. Connected.

                                  There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

                                  • Dreamers and doers
                                  • Intellects and experts
                                  • Planners and practitioners
                                  They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                                  You. Connected.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $5+ trillion

                                  In invested assets globally 
                                  As of 11/07/2023

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  #1

                                  ESG/Impact Investing

                                  Euromoney Private Banking and Wealth Management Survey, 2015-2022

                                  Insights