A plan for today, tomorrow and generations to come

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Greg is a Senior Vice President, Financial Advisor and Portfolio Manager with the Jastrzemski, Uzelac, and Shannon Wealth Management Group at UBS Financial Services in Richmond, VA.

 Greg and his wife Heather of 25 years are proud parents of six wonderful children. They are active members of Heights Church where the whole family serves in various areas. Greg also enjoys music, coaching his daughters’ volleyball teams, and recreation of all types.

 Greg is a Registered Representative with the Financial Industry Regulatory Authority and holds Series 7, 63, and 65 securities licenses. He is also licensed in Life, Annuities, and Health insurance. Greg earned a Bachelor of Arts degree from the University at Buffalo in Economics and Finance, and a Master of Science degree from D'Youville College in Secondary Mathematics Education. He also holds a Postgraduate Professional License in the Commonwealth of Virginia with full endorsements in Mathematics and Business & Information Technology.

Greg has been with UBS since 2012.  Prior to UBS, he served as a K-12 Mathematics Supervisor with both the Chesterfield County and Goochland County Schools, as well as an Adjunct Mathematics Professor at both Virginia State University and John Tyler Community College. A true teacher at heart – whether it involves rich mathematical ideas or diverse investment and financial planning analysis – Greg's strength has always been to make the complex more simple for both adults and students.

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David is an Account Vice President, Financial Advisor with the Jastrzemski, Uzelac and Shannon Wealth Management Group at UBS Financial Services in Richmond, VA.

Along with his wife Wendela and their three daughters, David stays active in Richmond’s educational and community enrichment programs. He serves as a volunteer running coach with Richmond Sports Backers. David is an Eagle Scout, patent holder, marathon runner, and enjoys hiking and biking with family and friends.

David is a Registered Representative with the Financial Industry Regulatory Authority and holds Series 7 and 66 securities licenses. He has his national mortgage license. David is also licensed in Life, Annuities, and long term care insurance. He earned a Bachelor of Science degree in Mechanical & Aerospace Engineering from Cornell University. Then David spent 25 years in manufacturing industries developing innovative products and leading research teams.

David joined UBS in 2017 after entered the Financial Services industry with Merrill Lynch in 2009. Working to solve life’s problems is David's passion and he prides himself on an ability to fully comprehend clients' life objectives and assist them to structure the steps necessary in the successful pursuit of their goals.  At UBS, he works seamlessly with UBS Bank USA and our financial industry specialists. David helps others to realize the benefits of education and retirement savings, as well as tax and legacy planning.

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DJ is a financial advisor with the Jastrzemski, Uzelac, Shannon Wealth Management Group. He places a strong emphasis on tailoring recommendations to each client's unique situation. Specializing in identifying needs and crafting solutions, he understands the importance of bringing in the right resources to execute a comprehensive plan while staying adaptable to individual needs and evolving circumstances. 

DJ holds the coveted Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations. He is a registered representative with the Financial Industry Regulatory Authority, holding the Series 7 and 66 securities licenses. His expertise extends to providing guidance on various financial topics, including retirement planning, insurance, long-term care, philanthropy, and estate planning strategies. 

Beyond his role at UBS, DJ values spending time with friends and family, traveling to new destinations, and actively contributing to the community through volunteering. As a member of Rotary, he is committed to making a positive impact in the community.  

• Virginia Commonwealth University, Bachelor of Science, Finance: 2012 - 2016

• CERTIFIED FINANCIAL PLANNER®
• Accredited Wealth Management Advisor℠

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Jillian has worked within the Client Services field since 2014 after graduating from Virginia Commonwealth University with a Bachelors of Science degree in Psychology. Jillian joined UBS in 2020 as a client service associate and holds both the FINRA Series 7 and Series 66 licenses.

Her role is to enhance the customer experience by working closely with our clients to satisfy their everyday financial and lending needs. She assists with onboarding new clients and works to assure the engagement process is executed seamlessly and effectively. 

Jillian and her husband Jason live in the Richmond area and are staying busy raising their first child they welcomed in 2023.