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