Time to do great things

For over 28 years, John has been committed to the idea that his single most important purpose is to serve the financial needs of his clients by understanding their desires, offering quality investment advice, and providing unparalleled service. He believes the first step in wealth management is developing a relationship with a client to understand their life and their goals. 

Whatever your objectives, John can help you map out the future with a comprehensive plan that will be aligned with what really matters to you.

Capabilities to impact your life and wealth
– Longevity planning, including retirement planning and insurance solutions
– Wealth transfer strategies, including inheritance and business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
– Philanthropic arrangements, consisting of strategies both while living and at death

Experience to guide you forward
– First Vice President – Wealth Management, UBS Financial Services Inc., 2019 – present
– First Vice President, Merrill Lynch, 2009 – 2019
– Assistant Vice President, UBS, 2005 – 2009
– Executive Vice President, The L. Warner Companies, 1994 – 2005
– Business Owner, John E. Searing, CPA, 1994 – 2005

My professional achievements and education
– CERTIFIED FINANCIAL PLANNER™ (CFP®)
– Top Forty Under 40, Inside Business, the Business Journal of Hampton Roads
– Series 6, 7, 9, 10, 24 and 66 securities licenses
– Life, Annuities, and Health Insurance licenses
– B.S., Accounting, James Madison University

Making a difference in my community
– Co-Founder and Chairman of the Board, The Barnett-Searing National Cancer Foundation
– President, Lee's Friends: Helping People Live with Cancer
– Member and past board member, Rotary Club of Norfolk
– Cross Country and Basketball Coach, Saint Patrick Catholic School
– Lacrosse Coach, Maury High School
– Volunteer Achievement Award, Volunteer Hampton Roads

“Tell me about your family”, “What keeps you awake at night?”, and “What do you want your legacy to say about you?”. These are some of the questions that will begin your conversation with Tom. Answers to these questions will help to create the plan that guides you and your family towards your important life goals. Priorities and the world around us will change, but Tom prides himself on being there to assist with adjustments along the way. Over the last two decades, he has helped families and businesses pursue the objectives that truly matter.

Capabilities to impact your life and wealth
– Longevity planning, including retirement income and insurance solutions
– Risk assessment, together with strategies for highly concentrated stock positions
– Business solutions, consisting of corporate retirement plans, both purchase and sale of businesses and financing options

Experience to guide you forward
– Vice President – Wealth Management, UBS Financial Services Inc., 2019 – present
– Vice President, Merrill Lynch, 2010 – 2019
– Financial Advisor, Edward Jones, 2006 – 2010

My professional achievements and education
– Chartered Retirement Planning Counselor (CRPC®)
– Series 7 and 66 securities licenses
– Life, Annuities, and Health Insurance licenses
– B.A., English and Communications, Tennessee Temple University

Making a difference in my community
– Board member, The General Douglas MacArthur Foundation
– Volunteer, Habitat for Humanity

A financial services industry veteran since 1977, Molly designs plans and delivers optimal financial outcomes for families and businesses, guiding them to long-term well-being. She works with clients and their attorneys and CPAs, to develop customized strategies and financial plans, which can help inform key life decisions. Molly’s dedication and personal touch help build strong relationships with multiple generations, bringing continuity to families’ long-term objectives and values.

Capabilities to impact your life and wealth
– Asset management and wealth preservation
– Financial planning and retirement planning
– Life insurance and long-term health care solutions

Experience to guide you forward
– Vice President – Wealth Management, UBS Financial Services Inc., 1997 – present
– Financial Advisor, Commodity/Futures Broker, Merrill Lynch, 1977 – 1997          

My professional achievements and education
– Series 1, 3, 7, 15, 63 and 65 securities licenses
– Life, Annuities, and Health Insurance licenses
– M.B.A., The College of William and Mary
– B.A., Government and Economics, Cum Laude, Sweet Briar College

Making a difference in my community
– Volunteer, Children’s Hospital of The King’s Daughters
– Volunteer, Foodbank of Southeastern Virginia and the Eastern Shore

Susan brings over 42 years of financial services skills to the team, with experience working in both Norfolk and New York City. She believes comprehensive planning is the cornerstone of successful, long-term relationships with clients, their families, their foundations and their businesses. 

Capabilities to impact your life and wealth
– Longevity planning, including retirement planning and insurance solutions
– Family generational education and transfer planning
– Development of portfolio design and ongoing balance toward client goals

Experience to guide you forward
– Vice President – Wealth Management, UBS Financial Services Inc., 1990 – present
– Financial Advisor, Oppenheimer, 1987 – 1990
– Financial Consultant, Shearson American Express, 1980 – 1987                    

My professional achievements and education
– Series 3, 5, 7, 63 and 65 securities licenses
– Life, Annuities, and Health Insurance licenses
– B.A., International Relations, Mount Holyoke College

Making a difference in my community
– Member, Hampton Roads Estate Planning Council
– Past Co-Chair and member, Community Leadership Partners – Affiliate of the Hampton Roads Community Foundation
– Chair-Investment Committee/Past Executive Committee Member, Squam Lakes Association
– Past President, For Art’s Sake – Young Affiliates of the Chrysler Museum of Art

Tidy, neat, everything in place… We feel better when our desk, garage, kitchen, or vinyl records are organized and where they belong.  There comes a time when we want that same feeling for our finances.  We know that the 401(k) from the last job is in one place and the IRA CD is at the previous bank, but what if there was a comprehensive plan that included everything?

Alex helps clients organize and, in some cases, consolidate a lifetime of accumulated assets in order to create a map providing direction in the pursuit of goals that are important for you and your family. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Capabilities to impact your life and wealth
– Client service and administration efforts, including all aspects of client onboarding and account maintenance
– Enhancing the client experience by providing an individualized financial plan for all clients
– Preparing statements, portfolio reviews, and tax documents

Experience to guide you forward
– Registered Client Associate, UBS Financial Services Inc., 2019 – present
– Client Associate, Merrill Lynch, 2017 – 2019

My professional achievements and education
– Accredited Asset Management Specialist (AAMS®)
– Series 7 and 66 securities licenses
– Life, Annuities, and Health Insurance licenses
– B.S., Finance, Old Dominion University