Makes all the difference

Our Approach to Client Advice and Service

We work in collaboration with our clients to help them intelligently plan and pursue their personal and financial goals in the face of an economic and financial environment marked by increasing change, complexity and uncertainty.

Our approach is organized around these principles :

Client focused - Your financial plan and investment choices will be custom tailored to your needs.

Rational - A logical connection between your financial needs -- your investment strategy -- economic/financial outlook.

Balance and diversification - Investor behavior often determines investment results more than markets.
A balanced portfolio moderating the effects of market volatility may enhance long term investor returns.

Cost effective - We seek to provide our services in ways that efficient and the costs are competitive and understandable.

Personal service - The combination of state-of-the-art technology with "old fashioned" personal service.

Shirley "Ann" Roberts

Client Associate

Ann is a native of Greensboro, NC and attended the University of North Carolina at Greensboro. Ann joined UBS in 2000 and has worked in the financial services industry since 1997. Ann also earned her FINRA Series 7 and 63 securities licenses. Previously, Ann worked for the US Postal Service as a manager in the Human Resources Department. Ann and her husband Randy bought and restored the old historic Ireland House in downtown Greensboro and maintain an interest in historic preservation. Ann and Randy have been married since 1971 and have two daughters and one grand daughter.

Registered States:
  • NC
  • VA


  • University of North Carolina at Greensboro
717 GreenValley Road
Greensboro, NC 27408

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William "Mark" Aderholdt, CFP

Senior Wealth Strategy Associate

Mark graduated from Virginia Tech with a Bachelor of Science in Business, Majoring in Finance in 2010 and joined UBS at that time. Since then Mark has attained the CFP® certification and has begun to focus his attention on assisting clients with Financial Planning.

Mark and his wife, Paige, currently live in Greenville, South Carolina where Paige is completing her residency in internal medicine. In his free time Mark enjoys many outdoor activities and serves on the Board of Directors for the local mountain bike club, Upstate SORBA.

Registered States:
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • MS
  • NC
  • NJ
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA


  • Virginia Tech, Bachelor of Science in Business, Majoring in Finance


717 GreenValley Road
Greensboro, NC 27408

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