Your life. Your wealth. Your future.

Pursue what matters most

Pleasants Apgar Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Philip Pleasants

    Philip Pleasants

    First Vice President–Wealth Management

    Financial Advisor

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

    With over 37 years of experience, Phil dedicates himself to developing personalized investment strategies for clients to help them reach their investment goals while remaining comfortable during volatile market cycles.  His primary focus is managing retirement assets.
    Phil strongly believes markets are uncertain but your life goals are not.  He works with clients to help them grow and preserve their wealth while maintaining a lifestyle they are accustomed to during retirement.  
    When not in the office, Phil enjoys golfing and traveling with his wife, Elizabeth and spending time with his family, which includes 4 grandchildren.  Phil is active in the Winston-Salem community through his church, Centenary U.M.C. and supports the homeless in our city. 

          380 Knollwood Street
          Suite 250
          Winston-Salem, NC 27103
        • Irene Apgar

          Irene Apgar

          Branch Manager

          Certified Investment Management Analyst®

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

          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
              • KY
              • 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
              • Lana Jelenick

                Lana Jelenick

                Client Associate

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                    • University of North Carolina - Greensboro, Communications
                      380 Knollwood Street
                      Suite 250
                      Winston-Salem, NC 27103

                    Selecting retirement savings plans

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How do you plan confidently for the retirement you want?

                    Start by building a strategy based on the resources and needs over the course of your life.

                    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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