Your story. Your wealth. Your plan.

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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.

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Senior Managed Accounts Consultant

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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.

• Certified Exit Planning Advisor

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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

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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™

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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. 

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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.

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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.