The Premier Group
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Financial planning and beyond

Train along mountain range

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.

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    Thomas Cavanaugh

    First Vice President–Wealth Management

    Financial Advisor

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    View bio
    • AZ
    • CA
    • DE
    • FL
    • GA
    • IN
    • MA
    • NC
    • NE
    • 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
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        Fred Mangano

        Vice President–Wealth Management

        Financial Advisor

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        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
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            Thomas Cavanaugh

            First Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            View bio
            • AZ
            • CA
            • DE
            • FL
            • GA
            • IN
            • MA
            • NC
            • NE
            • 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
              • image

                Fred Mangano

                Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                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
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  Mountain climbers on peak at sunrise

                  A leading global wealth manager

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                  Donor-advised funds

                  Year-end charitable giving

                  As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                  For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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                  Our global footprint

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                  UBS is a leading and truly global wealth manager

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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.

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