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
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NY
    • PA
    • SC
    • 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
      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, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award 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
      • CT
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • NC
      • NJ
      • NM
      • NY
      • PA
      • SC
      • 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 daughter enjoy traveling and spending time on the lake.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
      • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award 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
        • KY
        • NC
        • NY
        • SC

        Sara Rieser is the Team Administrator for the Gallivan Group and is responsible for client relationships and assisting in generational wealth 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 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 14 years. She graduated Magna Cum Laude from Baptist College in Charleston 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
                  • NJ
                  • NM
                  • SC
                  • VA

                  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 with her husband, Doug, and their three children. She is a proud mother of a United States Marine.

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

                        Stephanie Bright

                        Client Associate

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                          Stephanie Bright is a Client Service Associate and is responsible for maintaining the team calendar and opening new accounts. She began working as an intern for the Gallivan Group in January 2019. Shortly after graduating from Bob Jones University, where she received her degree in Business Administration with a Finance principle in May 2019, she became a full-time member of the Gallivan Group. Stephanie is proud being a first time aunt to her nephew, Andrew.

                                17 West McBee Avenue
                                Poinsett Plaza
                                Greenville, SC 29601
                              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

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              Global leader

                              UBS is a world-leading wealth manager

                              $10 billion

                              USD invested in 100% sustainable portfolios4

                              4ubs.com/Impact/2/2020