Lasting relationships. For all that matters

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeremy Patrick McPherson

    Jeremy McPherson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    Jeremy is dedicated to a total wealth management approach for each individual client, providing a comprehensive suite of services - financial planning, cash investment, alternative investments, education, retirement and estate planning.  He works extensively with PricewaterhouseCooper clients to maximize the most tax efficient strategies to increase their capital while ensuring investment compliance with ever changing internal PWC regulations.

     Jeremy has two sons, 13 & 16, and has been married to his wife Dana for 21 years. In his free time he enjoys working out and watching his kids play sports.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

        13024 Ballantyne Corporate Pl.
        Suite 650
        Charlotte, NC 28277
      • Gianni Abballe

        Gianni Abballe, CFP, CRPC, AWMA

        Account Vice President

        Financial Advisor

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        • AL
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        • DC
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        Gianni joined UBS in 2014 as a Financial Advisor and has over 15 years of Financial services experience. After relocating from New York to Charlotte in 2013, Gianni joined Vanguard where he served as a Retirement Advisor. Prior to joining Vanguard in 2013, Gianni worked in the Investment Banking Department at JP Morgan in New York City.

        Gianni earned his Bachelor's degree from Pace University in 2000 and holds Series, 7, 63 and 65 securities licenses. Gianni has also earned the Certified Financial Planner™ (CFP®) , CRPC® and AWMA® designations. Outside of work Gianni enjoys spending time with his wife Courtney and 3 year old daughter Carmela.

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Retirement Planning Counselor℠
            • Accredited Wealth Management Advisor℠
            13024 Ballantyne Corporate Pl.
            Suite 650
            Charlotte, NC 28277
          •  Allison Marie Dunn

            Allison Marie Dunn

            Wealth Strategy Associate

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            Allie graduated from Rutgers University in 2012. After graduation, she moved to Washington, D.C. and worked as a Legislative Assistant.

            Allie moved to Charlotte in 2014 and joined started her career at UBS as a Complex Director Assistant and Client Service Associate. She began solely working as a Client Service Associate at UBS in 2016. Allie holds her Series 7 and 66 Licenses.

            Outside of work, Allie enjoys spending time with her husband, Jon and their dog, Winnie.

              • Rutgers University
                13024 Ballantyne Corporate Pl.
                Suite 650
                Charlotte, NC 28277

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              In invested assets globally 
              As of 06/30/2022

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