Your life. Your wealth. Your future.

Pursue what matters most

Pleasants Apgar Group

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

  • Irene Apgar

    Irene Apgar

    Financial Advisor

    Certified Investment Management Analyst®

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    • CA
    • DC
    • DE
    • FL
    • GA
    • MO
    • NC
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TN
    • VA

    A true organizer, Irene always wants to have a plan in place.  This is why financial planning is a cornerstone of her relationship with clients. Irene finds working with clients to develop a goal oriented financial plan helps put everything into perspective. This comprehensive picture of your wealth  helps to make sure everything works together to achieve your life goals. 
    In addition to her Financial Advisor role, Irene serves as branch manager of the Winston-Salem office and has a 21 year history with UBS.  This background enables her to further help clients by connecting them to UBS' vast resources. 
    Outside the office, Irene enjoys traveling with her husband Brian, gardening and walking her dog, a rescue dachshund.

        • Certified Investment Management Analyst®
        380 Knollwood Street
        Suite 250
        Winston-Salem, NC 27103
      • Philip L Pleasants

        Lucien Pleasants

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • CA
        • DE
        • FL
        • GA
        • MO
        • NC
        • NJ
        • NY
        • OR
        • PA
        • SC
        • TN
        • VA

        Lucien recently joined the group as a Financial Advisor after spending much of his career in New York.  Lucien began his career with UBS in 2015, in the UBS Wealth Advisor Center in Charlotte, North Carolina where he worked with UBS clients across the country delivering financial planning and customized investment solutions.
        This fall Lucien earned his Certified Financial Planner certification to further help clients with financial, education, retirement and estate planning.
        A graduate of University of North Carolina - Chapel Hill, Lucien enjoys watching Tar Heel basketball, playing golf and exploring his new home town of Winston-Salem.

          • University of North Carolina - Chapel Hill
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor
          380 Knollwood Street
          Suite 250
          Winston-Salem, NC 27103

        Focus on liquidity management

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        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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