Let's move forward. Together.

Irene Apgar

Director

Certified Investment Management Analyst

With over 30 years of experience in the financial services industry, Irene has spent the past 28 years with UBS Financial Services in a variety of roles.  Her long tenure with UBS gives her a deep understanding of the firm’s resources, which she uses to connect clients with the right expertise and solutions.  She is dedicated to helping clients feel confident about their financial future. 

Irene believes in building long-term relationships grounded in trust, clarity and collaboration.   She takes a personal approach to goal-oriented financial planning, creating investment solutions specifically for her clients to help them achieve what matters most to them. 

Irene values the long-term relationships she’s built over the years and the trust that comes with them.  A Delaware native, who grew up in a family-owned business, she now calls North Carolina home.  She earned her degree in International Business from High Point University and holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of the University of Pennsylvania.

Outside of work, Irene enjoys traveling, spending time with family and friends, exploring any beach and being trained by her rescue dog.  

 

Registered States:
  • CA
  • DC
  • DE
  • FL
  • GA
  • LA
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • High Point University, B.S. - International Business

Credentials

  • Certified Investment Management Analyst
  • Financial Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Securities-backed lending
Financial planning
Education planning
Philanthropy
Long-term care planning
Retirement planning
Estate planning strategies
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

Email Me

irene.apgar@ubs.com
Irene Apgar
380 Knollwood Street,Winston-Salem,NC,27103

Lucien Pleasants

Financial Advisor

CERTIFIED FINANCIAL PLANNER

Lucien Pleasants is a Financial Advisor based in Winston-Salem, North Carolina, with over a decade of experience helping clients achieve financial clarity and long-term success.  He earned a B.A. in Psychology from the University of North Carolina at Chapel Hill.  

After beginning his career in New York, Lucien joined UBS in 2015, in Charlotte, North Carolina, serving clients across the country.  In 2019, he became a member of the Pleasants & Apgar Wealth Management Group, where he helps individuals and families navigate the complexities of their financial lives.  

As both a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™, Lucien has expertise across retirement and income strategies, investment management, wealth transfer, tax optimization, and risk management. He holds Series 7 and 66 securities licenses, as well as North Carolina life, health, and long-term care insurance licenses.

Lucien is committed to helping clients live their ideal lives through thoughtful preparation and purpose-driven financial planning. He believes that with clear guidance and disciplined planning, clients can move forward with confidence, knowing they are on track toward achieving their goals.

A resident of Winston-Salem since 2019, Lucien enjoys running, spending time outdoors, playing golf, attending live music events, and traveling with his fiancé Jamie.

 

Registered States:
  • CA
  • DE
  • FL
  • GA
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • University of North Carolina - Chapel Hill, B.A. Psychology

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor
  • Vice President - Wealth Management

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Financial planning
Education planning
Retirement planning
Estate planning strategies
Investing
Custom portfolios
Multi-generational families
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

Email Me

lucien.pleasants@ubs.com
Lucien Pleasants
380 Knollwood Street,Winston-Salem,NC,27103

Joyce Witt

Senior Registered Client Associate

Joyce K. Witt is a Senior Registered Client Associate who joined the Pleasants & Apgar Wealth Management Group in April 2025.  She brings more than 40 years of experience in the financial services industry, having worked with several respected firms throughout her career.

Joyce joined UBS in 2015 in Pittsburgh, Pennsylvania and later transitioned to the Winston-Salem office by way of Tucson, Arizona.  A native of Syracuse, New York, Joyce is known for her depth of industry knowledge, attention to detail and dedication to providing an exceptional client experience. She ensures that all client questions are answered and that every administrative need is met seamlessly.  

Outside of work, she enjoys spending time with family and friends and exploring the North Carolina coast.  An outdoor enthusiast, she can often been found hiking one of the many scenic trails in her new home state.  

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Education

  • Endicott College, A.S. - Business
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

Email Me

joycek.witt@ubs.com
Joyce Witt
380 Knollwood Street,Winston-Salem,NC,27103

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings