Financial planning and beyond

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.

Start the conversation

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.

Thomas Cavanaugh

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- DE
- FL
- GA
- IN
- MA
- NC
- NH
- NJ
- NV
- PA
- SC
- VA
- WV
Tom began his financial planning career in 1993. Over the past 20 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2012 after 5 years at Merrill Lynch and prior tenures at Hinrich Financial, Prudential Securities, and American Express Financial Advisors. Tom earned the Certified Financial Planner designation in 2000. As a Certified Financial Planner, he has the knowledge, expertise, and experience to help you achieve your financial goals.
- CERTIFIED FINANCIAL PLANNER®
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

tom.cavanaugh@ubs.com

Thomas Cavanaugh

13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
Fred Mangano

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- DE
- FL
- GA
- IN
- MA
- NC
- NH
- NJ
- NV
- PA
- SC
- VA
- WV
Fred began his career in 1992 in Boston, MA with IDS Financial Services, a predecessor to American Express Financial Advisors, where his last role was as Field Vice-President for the Charlotte, NC and Greenville, SC markets. Prior to joining UBS in 2012, Fred was an Advisor and Portfolio Manager with Merrill Lynch. He also served as Director of Financial Planning for Hinrichs Financial, and Managing Director for Prudential Financial in Charlotte, NC.
- Portfolio Manager
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

fred.mangano@ubs.com

Fred Mangano

13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Thomas Cavanaugh

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- DE
- FL
- GA
- IN
- MA
- NC
- NH
- NJ
- NV
- PA
- SC
- VA
- WV
Tom began his financial planning career in 1993. Over the past 20 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2012 after 5 years at Merrill Lynch and prior tenures at Hinrich Financial, Prudential Securities, and American Express Financial Advisors. Tom earned the Certified Financial Planner designation in 2000. As a Certified Financial Planner, he has the knowledge, expertise, and experience to help you achieve your financial goals.
- CERTIFIED FINANCIAL PLANNER®
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

tom.cavanaugh@ubs.com

Thomas Cavanaugh

13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
Fred Mangano

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- DE
- FL
- GA
- IN
- MA
- NC
- NH
- NJ
- NV
- PA
- SC
- VA
- WV
Fred began his career in 1992 in Boston, MA with IDS Financial Services, a predecessor to American Express Financial Advisors, where his last role was as Field Vice-President for the Charlotte, NC and Greenville, SC markets. Prior to joining UBS in 2012, Fred was an Advisor and Portfolio Manager with Merrill Lynch. He also served as Director of Financial Planning for Hinrichs Financial, and Managing Director for Prudential Financial in Charlotte, NC.
- Portfolio Manager
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

fred.mangano@ubs.com

Fred Mangano

13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

Thomas Cavanaugh

Fred Mangano