Navigating wealth. Deepening relationships.

Team photo

Our name speaks volumes about what matters most to Hatteras Wealth Management Group. Like the Cape Hatteras Lighthouse, our team is committed to helping business owners, senior executives and successful families navigate difficult financial waters, manage risk and pursue their most important long-term goals. We bring a thoughtful mix of diverse experience, multigenerational perspective and a disciplined, repeatable planning process to each relationship.

With access to the global platforms and solutions of UBS and our “extended team” of firm-wide specialists in wealth management, we are here to provide you with the insights, resources and confidence you need to make well-informed decisions to help protect the financial well-being of your family, your business and your future.

Hatteras Lighthouse

Advanced planning focuses on your goals

The greater your financial success, the greater your need for customized planning advice. Using our advanced planning approach, we can help you clarify your priorities and then follow a customized goals-based course of action for pursuing what matters most to you and your family, and addressing any challenges along the way.

  • John headshot

    John Stanford, CEPA

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WI

    Insight grounded in experience
    John began his career as a financial advisor in 2000 with AG Edwards & Sons. He joined UBS in 2014. As the leader of Hatteras Wealth Management Group, John draws on nearly two decades of experience helping affluent families manage their financial futures. He and the team focus on providing holistic wealth planning advice to a select group of successful families, entrepreneurs and executives. Together, the team delivers advanced planning and investment management advice that looks beyond their clients’ portfolios to address each area of their financial lives.

    Under John’s leadership, Hatteras Wealth Management Group has developed a highly tailored process called the Family Wealth Navigator. The process helps them deliver clarity, confidence and structure to their clients’ finances as they pursue their most important goals. The result is a first class experience that enables clients to benefit from all of the resources of UBS and insights of the team.

    Credentials that build confidence

    • Certified Private Wealth Advisor® (CPWA®), University of Chicago Booth School of Business (tax strategies, trust and charitable planning for closely held business owners, professionals and senior corporate executives)
    • Certified Exit Planning Advisor® (CEPA®)
    • Series 7, 63, and 65 securities licenses

    Outside of UBS
    John has served on the Orlando board of the Buoniconti Fund to Cure Paralysis, and currently serves on the board of the Make an Impact Foundation He is also active with his church, Davidson United Methodist, his daughters’ Y-Guides Indian Princesses tribe and Florida State University alumni association. John enjoys golf and spending time with his wife, Cara and their two daughters, Delaney and Sophie.

      • Florida State University, B.S.
      • Wealth Advisor
      • Certified Exit Planning Advisor
      Asset allocation
      Financial planning
      Investing
      Estate planning strategies
      Lending services
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
      john.stanford@ubs.com
      John Stanford, CEPA
      6100 Fairview Road,Charlotte,NC,28210
    • Jack headshot

      Jack William Butler, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI

      Insight grounded in experience
      Jack primarily focuses on the team’s business development initiatives and serves as their Financial Goal Analysis specialist, ensuring that every decision is made with his clients’ best interests in mind. In addition to these responsibilities, he assists the team in developing comprehensive financial plans for successful executives, entrepreneurs, and families who seek a higher degree of confidence in their financial future.

      As a Certified Financial Planner™ (CFP) designee, helping clients reach their goals is his top priority. Jack knows the right questions to ask about your life, your wealth and your hopes for the future. Together, he’ll help you find the answers you need to pursue those goals.

      Jack’s experience in the personal financial planning areas of insurance, investments, retirement, estate, and fiduciary responsibility further reinforce his team’s ability to make recommendations. They understand the complexities that come with significant wealth, and strive to provide advice tailored to individual circumstances that are expected and unexpected.

      Credentials that build confidence

      • Certified Financial Planner™ (CFP®)
      • Series 7 and 66 securities licenses
      • Life, long-term care, accident and health insurance licenses

      Outside of UBS
      Jack and his wife, Jillian, reside in Charlotte with their two children, Eliza and Pierce. They are active in Waypoint Community Church and love spending time with family and friends in the area. Jack in his spare time enjoys running, reading, working out with F3, and is an avid fan of the English Premier League, South Carolina Gamecocks, and Carolina Panthers.

      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025, 2026The 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.

      • University of South Carolina, B.S. Finance
      • CERTIFIED FINANCIAL PLANNER
      Asset allocation
      Financial planning
      Investing
      Estate planning strategies
      Lending services
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
      jack.butler@ubs.com
      Jack William Butler, CFP
      6100 Fairview Road,Charlotte,NC,28210
    • Hannah headshot

      Hannah Thomas

      Team Administrator

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      • CA
      • DE
      • FL
      • GA
      • KS
      • KY
      • MD
      • MS
      • NC
      • NY
      • OK
      • SC

      Hannah works with Financial Advisors Jack Butler and John Stanford of the Hatteras Wealth Management Group at UBS in Charlotte, NC. She supports ultra-high net worth clients of UBS in helping them meet their investment, estate planning, and philanthropic goals. Hannah brings her talents in client service, communication, and professionalism in pursuit of the team’s goal to provide a world-class client experience.

      Credentials that build confidence

      Series 7 and 66 securities licenses
      Life, long-term care, accident and health insurance licenses
      Outside of UBS

      Hannah is originally from Mooresville, North Carolina and now lives in Charlotte. She enjoys exploring restaurants and local businesses in the city, traveling to visit friends, involvement in her book club, and attending University of South Carolina football games in Columbia, SC.

        • University of South Carolina, B.S. Finance
          6100 Fairview Road
          Suite 900
          Charlotte, NC 28210
          hannah.thomas@ubs.com
          Hannah Thomas
          6100 Fairview Road,Charlotte,NC,28210
        • Abbie headshot

          Abbie Rossi

          Client Associate

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            Abbie is dedicated to helping our clients with the onboarding process and client experience. Abbie is devoted to our clients in making sure their experience with our team is seamless and enjoyable. Abbie is committed to continuously expanding professional horizons. Abbie embodies a well-rounded approach to both work and personal interests.

            Outside of UBS

            Abbie is originally from Palm Beach Gardens, Florida and resides in Charlotte with her husband, Jason. Outside of work, Abbie cherishes quality time with family and enjoys exploring new destinations through travel.

                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
                  abbie.rossi@ubs.com
                  Abbie Rossi
                  6100 Fairview Road,Charlotte,NC,28210
                • Wells Armes headshot

                  Wells Armes

                  Registered Client Associate

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                  • NC

                  Wells was born and raised in Raleigh, North Carolina. He graduated from the University of North Carolina at Chapel Hill in 2023. Throughout college, Wells worked in the athletic departments at the University of Georgia and University of North Carolina.

                  He joined the team in 2024 as a Client Associate. He is dedicated to helping our clients with the onboarding process and providing a top-notch client experience. Wells’ draw to financial services was the opportunity to foster long-term relationships, help others, and his enjoyment in following the markets.

                  After graduation, Wells was part of the Charlotte Fellows program. Charlotte Fellows is a nine-month leadership development program that encompasses faith, service, and work. During the program, he worked in private equity and wealth management. In addition, Wells served at non-profits in the Charlotte community.

                  Outside of UBS

                  In his free time, Wells is a member and actively involved at Hope Community Church. He also enjoys playing golf, spending time with friends, and pulling for the UNC Tar Heels and Georgia Bulldogs.

                        6100 Fairview Road
                        Suite 900
                        Charlotte, NC 28210
                        wells.armes@ubs.com
                        Wells Armes
                        6100 Fairview Road,Charlotte,NC,28210
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                        Erik Seeney

                        Executive Director

                        Wealth Planning Strategist

                      • Shawna Hamilton

                        Executive Director

                        Senior Strategist, Family Advisory and Philanthropy Services

                      • Sheree

                        Sheree Woods, CFP®

                        NMLS #797777

                        Senior Wealth Management Banker, UBS Bank USA, N.A.

                        Current role and areas of expertise

                        Sheree joined UBS Bank USA in 2016, and she is currently a Senior Wealth Management Banker covering the Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia, Georgia and the Carolinas offices.

                        Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer to help ensure awareness of opportunities on both sides of the balance sheet.

                        Professional history

                        Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.

                        Education and personal information

                        In Sheree’s role as a Senior Wealth Management Banker, her NMLS # is 797777. She holds permissive Series 7 and Series 66 securities licenses, and CFP®. Sheree also holds a BBA in Finance from Georgia Southern University.

                        Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie. Sheree is an avid tennis player.

                        Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 12x 70.3 IRONMAN, and has fun crewing for his IRONMAN events. Sheree and Kendall also volunteer with the Kyle Pease Foundation.

                        Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

                         

                      • Kirtana Patel

                        Executive Director

                        Life Insurance Planning Consultant

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                      Advanced planning focuses on your goals

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                      Investment consulting

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                      Relationship management always begins with you

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $7 trn

                      UBS Group invested assets
                      As of 12/31/2025

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

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