Pleasants & Apgar Wealth Management Group
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Your life. Your wealth. Your future.

Pursue what matters most

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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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    View bio
    • CA
    • DC
    • DE
    • FL
    • GA
    • LA
    • MO
    • NC
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • 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
        irene.apgar@ubs.com
        Irene Apgar
        380 Knollwood Street,Winston-Salem,NC,27103
      • Philip L Pleasants

        Lucien Pleasants

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER

        • image
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        View bio
        • CA
        • DE
        • FL
        • GA
        • MO
        • NC
        • NJ
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • 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
          lucien.pleasants@ubs.com
          Lucien Pleasants
          380 Knollwood Street,Winston-Salem,NC,27103
        • Irene Apgar

          Irene Apgar

          Financial Advisor

          Certified Investment Management Analyst

          • image
          • image
          • image
          View bio
          • CA
          • DC
          • DE
          • FL
          • GA
          • LA
          • MO
          • NC
          • NJ
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • 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
              irene.apgar@ubs.com
              Irene Apgar
              380 Knollwood Street,Winston-Salem,NC,27103
            • Philip L Pleasants

              Lucien Pleasants

              Financial Advisor

              CERTIFIED FINANCIAL PLANNER

              • image
              • image
              • image
              View bio
              • CA
              • DE
              • FL
              • GA
              • MO
              • NC
              • NJ
              • NY
              • OR
              • PA
              • SC
              • TN
              • TX
              • 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
                lucien.pleasants@ubs.com
                Lucien Pleasants
                380 Knollwood Street,Winston-Salem,NC,27103
              Three generations in apple orchard

              Turn possibilities into a plan

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              Top 10 tax tips

              Tax-smart plans for 2025

              Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

              As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

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              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6.9 trn

              UBS Group invested assets
              As of 10/29/2025

              51 countries

              Our global footprint

              More than 160 years

              offering financial advice

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              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

              As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

              Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

              Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

              Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

              Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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