Navigating wealth. Deepening relationships.

Team photo 2023

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

    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.

    • Forbes Best-in-State Wealth Advisors, 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.

    • 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 headshot

    Jack William Butler, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • 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.

    • 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.

    • 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
  • 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
      • 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
              • Sheree

                Sheree Woods, CFP®

                NMLS #947868

                Senior Wealth Management Banker, UBS Bank USA

                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 Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia 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 and 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 role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. 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 resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.

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

                 

              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

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              Global leader

              UBS is a world-leading wealth manager

              #1

              For Ultra-High Net Worth clients

              Euromoney Private Banking and Wealth Management Survey, 2016-2020

              Insights