$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
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.
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
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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Once we’ve agreed upon your plan and objectives, we’ll recommend an investment allocation. Our portfolio managers create truly customized portfolios that have the flexibility to adjust for expected or unexpected market conditions.
In structuring your portfolio, we tailor your asset allocation to your growth and income needs, risk tolerance, tax situation, estate plan and charitable goals. We take the time to understand where and how all of your assets are currently invested, and then present our recommendation that considers both portfolio risk and specific asset risk.
Over time, we identify opportunities and adjust your holdings as your evolving life and market conditions may require. You can trust that we are consistently monitoring your portfolio—so you can focus on the other priorities in your busy life.
Our clients know that we put them first at all times. You can count on our customized communication program, Family Wealth Navigator, to stay informed about the most important areas of your personal wealth management strategy.
Here is the experience you can expect as our client:
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager