Let's move forward. Together.

Chris is a senior member of the Palmetto Group who focuses on understanding each client so that the team can tailor their offerings based on individual needs and objectives. He draws on his extensive fixed-income experience to oversee income strategies, alternative short-term cash management strategies and lending needs.

 Chris is a Certified Financial Planner® practitioner and a graduate of the School of Commerce and Business at the University of Illinois. The CFP® certification provides him with the additional expertise he brings to each planning discussion with clients. Prior to becoming a Financial Advisor in 2004, he was a long-standing member of the Chicago Board of Trade working as a derivative specialist in US Treasury Bonds. Chris uses his past experience to help clients stay disciplined and have confidence in their investment strategy. He believes that in volatile markets, separating investment decisions from emotions is critical, and could mean the difference between missing and exceeding clients’ long-term goals.

 Chris lives in the Keowee Key community on beautiful Lake Keowee. He enjoys golf, gardening and slow lake cruises with his wife, Kim.

CJ joined UBS in 2013, while at Clemson University pursuing his B.S. in finance. After graduating in 2014, he teamed with Chris to continue helping clients achieve their financial goals.

 CJ focuses on the Financial Goal Analysis program, a comprehensive report offering clients a complete picture of their financial plan and retirement years. As an important part of the planning process, CJ and Chris spend time with clients and their families to get to know each individual’s goals and objectives. CJ then develops the plan and reviews the analysis so that each client may take comfort in and understand their financial and retirement picture.

 CJ is a Certified Financial Planner® professional trained on retirement, estate planning and investment strategies. CJ also earned the Certified Investment Management Analyst® designation by completing the Investment Management Theory and Practice executive education program through Yale School of Management and passing the exam. Being a CIMA® practitioner helps CJ construct client portfolios in order to maximize risk-adjusted returns. He is passionate about helping clients and brings forth the vast resources of UBS and his knowledge as a CFP® and CIMA® to each client relationship.

 CJ lives in Travelers Rest, SC with his wife and high school sweetheart, Mallory.

As a Registered Client Associate at UBS, Graham Holt is responsible for servicing client relationships and accounts. He currently holds Series 7 and 66 security licenses.

 Graham graduated cum laude from the University of Georgia with dual degrees in Finance and Sport Management. Prior to joining UBS, Graham worked with high-profile clients in the world of sports—Major League Baseball, Major League Soccer, colleges and universities, and international Olympic organizations.

 Graham and his wife, Tory, have a son, Gracen, and a daughter, Darby. They currently reside in Simpsonville, SC. In his free time, Graham enjoys spending time with his family, coaching his son’s baseball team, and golfing, as well as cheering on the Georgia Bulldogs and Atlanta Braves. Graham and his family are active members at Rocky Creek.