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 Stanford Profile Photo

    John Stanford, CEPA

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    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
    • Jack Butler Profile Photo

      Jack William Butler, CFP

      First Vice President–Wealth Management

      Financial Advisor

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

      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.

        • 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
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        Hannah Thomas

        Client Associate

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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
          • Nicole Hodges

            Nicci Hodges

            Client Associate

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              As part of the Hatteras Wealth Management Group, Nicci supports the team’s ultra-high net worth clients of UBS in the onboarding and new accounts process, cash movement, account transfers, online services, and account maintenance. Nicci is dedicated on building successful client relationships based on excellent customer service and to be a knowledgeable resource for their financial needs.

              Prior to joining UBS, Nicci was a Senior Relationship Associate with Wells Fargo Asset Management Group. Her career at Wells Fargo Bank spanned 11 years across varied departments such as Business Banking, Commercial Banking, and Commercial Real Estate. Nicci has experience providing financial solutions to the C-Suite of large international firms with businesses geared toward asset management, agriculture, manufacturing, and maritime transport & logistics.   

              Outside of UBS

              Originally from the Hampton Roads area in Virginia, Nicci relocated to Charlotte, NC with her husband and 4 children to further her career in Wealth Management. Nicci enjoys reading books about world history, cooking new recipes, watching Formula 1 Racing, and spending time outdoors with her family.

                • Hampton University, BS, Management of Information Systems
                • Regent University, MBA - Finance and Investing
                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
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                  Sheree Woods, CFP®

                  Director

                  Senior Wealth Management Banker

                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.

                couple on beach

                Advanced planning focuses on your goals

                pie charts

                Investment consulting

                people on boat

                Relationship management always begins with you

                UBS Guide to the markets 2023 - Session 1

                06 February

                Zoom Webinar

                • Jeffrey Seaman
                • Kirstin Bucci
                lighthouse

                UBS Advisor Podcasts

                The Lighthouse

                Our clients are successful, busy, and often inundated with financial noise. The Lighthouse is a podcast series dedicated to providing beneficial advanced financial planning and wellness insights to the clients and families we serve. Our goal for this show is to simplify the world of wealth management so that you can think more creatively and confidently about the future.

                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

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                Insights