Experience

Makes all the difference

Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life—taking into account your total asset and liability needs.

W Clark Gallivan, CFP®, CIMA®

Managing Director–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
    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, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

clark.gallivan@ubs.com
W Clark Gallivan, CFP®, CIMA®
17 West McBee Avenue,Greenville,SC,29601

Thaddeus Sadler "Thad" Dulin, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually in August 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, 2023, 2024The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

thad.dulin@ubs.com
Thaddeus Sadler "Thad" Dulin, CEPA
17 West McBee Avenue,Greenville,SC,29601

Sara Rieser

Team Administrator

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

Registered States:
  • CA
  • FL
  • GA
  • MD
  • NC
  • NY
  • SC
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

sara.rieser@ubs.com
Sara Rieser
17 West McBee Avenue,Greenville,SC,29601

Sandra McAvoy, CFP®

Wealth Strategy Associate

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.

Registered States:
  • FL
  • GA
  • NC
  • SC

Credentials

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

Email Me

sandra.mcavoy@ubs.com
Sandra McAvoy, CFP®
17 West McBee Avenue,Greenville,SC,29601

Maura Maness

Wealth Management Associate

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. 

Registered States:
  • CA
  • FL
  • GA
  • IL
  • KY
  • MA
  • NC
  • NM
  • SC
  • TX
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

maura.maness@ubs.com
Maura Maness
17 West McBee Avenue,Greenville,SC,29601

Stephanie Bright

Client Associate

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.

Registered States:
  • AL
  • AZ
  • CA
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NY
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

stephanie.bright@ubs.com
Stephanie Bright
17 West McBee Avenue,Greenville,SC,29601

Joy Cutter

Senior Wealth Strategy Associate

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.

Registered States:
  • FL
  • GA
  • NC
  • SC
Home Worker GA
Home Worker GA, GA 000

Email Me

joy.cutter@ubs.com
Joy Cutter
Home Worker GA,Home Worker GA,GA,000