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
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
    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, 2024, 2025The 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, 2024, 2025The 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
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI

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, 2024, 2025The 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, 2024, 2025The 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

Michael Shain

Senior Vice President–Wealth Management

Financial Advisor

Mike Shain brings over three decades of experience in financial services to UBS. He is a Greenville native and graduate of Greenville High School and The University of Tennessee.  Prior to joining JC Bradford in 1991, he worked in the Shain family auto parts business.  At JC Bradford, Paine Webber and subsequently UBS, Mike developed a devoted client following and served many high net worth individuals, families and non-profit organizations. After retiring from UBS in 2024, he returned to the firm in October 2025 with a conviction to continue to serve clients and his community.

Mike and his wife Michelle have 3 children, 6 grandchildren, 2 dogs, and a seemingly unlimited supply of friends. Their commitment to the Greenville community is unwavering.

Registered States:
  • DC
  • DC
  • SC
  • TN
  • TN
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

mike.shain@ubs.com
Michael Shain
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:
  • AL
  • AZ
  • CA
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI
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  20 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 of one 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

Grayson Lucas

Wealth Strategy Associate

For the last decade, Grayson has developed a deep breadth of knowledge across capital markets. He has served business owners and entrepreneurs from a variety of unique positions. With skills ranging from wealth planning to valuation to investment management and alternative investing, he has a demonstrated track record advising business owners, entrepreneurs, and highly skilled professionals with how to build generational wealth. Grayson and his wife, Mallory, live in Greenville with their two children. He grew up in Greenville and recently returned home after a decade working in Atlanta. An ex-collegiate tennis player, he enjoys playing competitively. Additionally, Grayson is a novice gardener and loves spending time with his family.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

grayson.lucas@ubs.com
Grayson Lucas
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:
  • AL
  • AZ
  • CA
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NY
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

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

Sherry Burnett

Client Associate

Sherry Burnett is a Client Associate based in Greenville, South Carolina, and a seasoned professional known for her leadership, organizational strength, and client-centered focus. She plays a key role in supporting financial planning initiatives and collaborating with colleagues across the firm to deliver exceptional service. She is deeply committed to discipline, personal growth, and helping others achieve their goals.

Outside of work, she is an active member of a local church and also serves as a group exercise fitness instructor in the area. With a strong foundation in both leadership and service, Sherry is proud to bring her experience and passion to UBS Financial Services.

17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

sherry.burnett@ubs.com
Sherry Burnett
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

Cecelia Erkens

Client Associate

Cecelia Erkens is a Client Associate and is responsible for meeting material preparation, client contact management and client mailings. Cecelia began working with The Gallivan Group as an intern for 6 months in April of 2024 and loved her experience. After receiving her degree in Business Administration, she was pleased to come back in January of 2025 to work part-time. Cecelia spent most of her upbringing in Illinois on a livestock farm. Although she misses the farm life, she enjoys living in Greenville with her husband, William.

17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

cecelia.erkens@ubs.com
Cecelia Erkens
17 West McBee Avenue,Greenville,SC,29601

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