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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Kenneth Parham Profile Photo

    Kenneth Parham, CIMA

    Managing Director–Wealth Management

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    • AL
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    • GA
    • IA
    • ID
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    • NC
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    • OR
    • PA
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    Kenneth is a Senior Vice President of Wealth Management and Institutional Consultant who has served in the financial services industry for over 30 years. He earned the designation of Certified Investment Management Analyst® (CIMA®) from the prestigious Wharton School of the University of Pennsylvania and holds degrees in business and economics from Wofford College. Of the 7,000 UBS consultants nationwide, he and his team are among the 85 members of the firm’s exclusive Institutional Consulting division, of which he was one of 13 founding members of the Council for Religious Organizations.

    Kenneth's experience as a consultant for high net worth families and some of the largest endowments in the Southeast has led to numerous speaking engagements for nonprofit agencies and private associations nationwide. His areas of expertise include concentrated position strategies, behavioral finance, strategic philanthropy, predictable endowment income, money manager analysis, asset allocation and risk management.

    Kenneth is a native of Greenwood, SC. He is a lucky husband and the proud father of two daughters. Kenneth serves on various boards, is active in leadership development for recent college graduates, and is an elder at Mitchell Road Presbyterian Church.

    • Barron's Top 1,000 Financial Advisors, 2009, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 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.

    • Wofford College, Business and Economics
    • Certified Investment Management Analyst®
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
  • Bert Arrowood Profile Photo

    Bert Arrowood, CFP

    Managing Director–Wealth Management

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    • WY

    Bert graduated from Bob Jones University with a B.S. in financial management. Bert completed his postgraduate studies through the College for Financial Planning in Denver, CO and became a Certified Financial PlannerTM professional. His background is in the areas of investment management, asset allocation, sustainable income and estate preservation. He conducts educational seminars for high net worth families as well as for nonprofit agencies and associations nationwide and this experience has led to his participation in statewide telecasts over the ETV network, which are archived in libraries throughout South Carolina. He is a frequent speaker on topics such as estate and tax planning, planned giving strategies and methods for achieving predictable income. 

    Bert is a native of Macon, GA and has worked in the financial services industry for more than 25 years. He currently serves as a board member for numerous nonprofit organizations and foundations and is on the advisory committee for the South Carolina Christian Foundation. He gives back to the community by speaking annually to high school and university business students about economics and finance, and leads the college student ministry at his local church. He enjoys spending time with his wife and four children.

    • Barron's Top 1,200 Financial Advisors, 2015, 2017, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 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.

    • Bob Jones University, B.S. Financial Management
    • CERTIFIED FINANCIAL PLANNER™
    17 West McBee Avenue
    Poinsett Plaza
    Greenville, SC 29601
  • William Bragdon Profile Photo

    William Bragdon

    Senior Vice President–Wealth Management

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    Will is a graduate of Covenant College with a B.A. in business administration and finance. He has over 17 years of experience in the industry servicing the unique needs of endowments and foundations and high net worth families. Will has diverse experience in commercial real estate, investment analysis, family legacy planning, endowment development, investment policy and spending policy structure and retirement planning. His work with a New York marketing firm, focusing on cause-related marketing for multiple Fortune 100 and 500 clients, is a valuable resource for our institutional clients.

    Will is the former chairman of the board for the Roper Mountain Science Center. He is active in the National Leadership Forum on Faith and Values in Washington, DC. 

    Will continues to work with several state governors to conduct student forums in the public arena and is active in the work of the International Foundation and the President’s Prayer Breakfast. He and his wife attend and serve at Downtown Presbyterian Church in Greenville and are now the proud parents of four young children. Will enjoys golf, fly fishing, hunting and flying.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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.

    • Covenant College, B.A. Business Administration and Finance
      17 West McBee Avenue
      Poinsett Plaza
      Greenville, SC 29601

    Connecting you to the deep resources of UBS

    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

    Foundations and endowments

    Foundations and endowments

    Retirement planning

    Retirement planning

    Business transition and succession planning

    Business transition and succession 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.

    Backed by the strength of UBS

    A global leader in wealth management

    #1

    Euromoney Private Banking and Wealth Management Survey, 2022

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    More than 150 years

    offering financial advice