Lasting relationships. For all that matters

Redstone-Wealth-Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • James-Carlson

    James Carlson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • NC
    • NY
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WV
    • WY

    Experience to guide you forward

    James joined UBS Financial Services, Inc. in February 2011.  Prior to joining UBS, he spent 11 years at Morgan Stanley as Vice President, Global Wealth Management.  James is responsible for the structure and focus of our team.  His experience lies in discretionary portfolio management, asset allocation, liability maintenance, and cash flow management.

    Credentials to build confidence

    • BA in political science Brigham Young University
    • MBA from High Point University
    • Series 7, 66, 31
    • Life, Health & Long-Term Care Insurance

    Outside of UBS

    James enjoys spending time outdoors with his family, traveling, wake surfing, skiing, playing golf, and photography.

      • Brigham Young University, BA in Political Science
      • High Point University, MBA
      • Portfolio Manager
      717 GreenValley Road
      Greensboro, NC 27408
    • Kevin-Herron

      Kevin Herron

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • MD
      • MO
      • NC
      • NY
      • PA
      • SC
      • TN
      • TX
      • VA
      • WV

      Experience to guide you forward

      Kevin began his career in 2015 with AXA Distributors as a variable annuity wholesaler in Jersey City, NJ. While with AXA he worked directly with financial advisors across the nation and educated them on AXA's variable insurance products. In November of 2016, Kevin brought his knowledge and variable insurance background from AXA to UBS and joined Redstone Wealth Management as a Financial Advisor. His role on the team includes providing investment solutions and holistic financial planning.

      Credentials to build confidence

      • BSBA in finance from Elon University
      • Financial Planning Certification, Boston University
      • CERTIFIED FINANCIAL PLANNER ™
      • Series 7, 6, 66, 63
      • Life, Health & Long-Term Care Insurance

      Outside of UBS

      Kevin enjoys traveling, golfing, skiing, and spending time with his family. He also enjoys working closely with the American Heart Association in fundraising efforts. So far in 2020, Kevin has raised over $20,000 for the AHA.

        • Elon University, BSBA in Finance
        • Boston University, Financial Planning Certification
        • CERTIFIED FINANCIAL PLANNER™
        717 GreenValley Road
        Greensboro, NC 27408
      • Patty-Blair

        Patricia "Patty" Blair, CFP

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IL
        • KS
        • MA
        • NC
        • OK
        • SC
        • TN
        • VA
        • WV

        Experience to guide you forward

        Patty began her career as a Branch Manager for Wachovia Bank in Winston Salem, NC.  After spending several years with an investment consulting group based in Charlotte, she re-joined Wells Fargo and subsequently moved to UBS in 2013 as a Registered Client Service Associate before becoming a Wealth Planning Analyst.  As a WPA, Patty supported advisors in the NC and VA markets building and presenting financial plans for clients and presenting insurance solutions.  In 2018 She joined Redstone Wealth Management as a financial advisor to focus on financial planning, client operations, and relationship management.

        Credentials to build confidence

        • BSBA Marketing from Miami University in Oxford, Ohio
        • Series 7, 66
        • Life, Health & Long-Term Care Insurance
        • CERTIFIED FINANCIAL PLANNER ™

        Outside of UBS

        Patty grew up in Cincinnati, Ohio and has resided in Winston Salem for over 20 years.  She is married with three daughters and one step-daughter.  In her free time Patty enjoys watching her girls play field hockey and hanging out in her husband's coffee shop.

          • Miami University, BSBA in Marketing
          • CERTIFIED FINANCIAL PLANNER™
          717 GreenValley Road
          Greensboro, NC 27408
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          Sherry Malone

          Senior Client Associate

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          • FL
          • GA
          • NC
          • VA

          Experience to guide you forward

          Sherry recently celebrated her 27 year anniversary with UBS Financial Services.  Her career began in the UBS High Point branch, where she served as the Operations Manager and Client Service Associate.  She joined the UBS Greensboro branch as the Operations Manager in July 2006.  She now assists Redstone Wealth Management clients with operational and service issues.

          Credentials to build confidence

          Sherry holds the Series 7, 66, 9 and 10 licenses, as well as the life and health insurance license.  She is also a notary of public.

          Outside of UBS

          Sherry is married to Keith Malone and has two sons, Brantley and Shane.  She also has two daughter-in-law's and five grandchildren.  She enjoys spending time with her family and friends, shopping, reading and chalk painting.  Her favorite activity is spoiling the grandchildren.

                717 GreenValley Road
                Greensboro, NC 27408
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                Shirley "Ann" Roberts

                Client Associate

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                • NC
                • VA

                Experience to guide you forward

                Ann joined UBS in 2000 and has worked in the financial services industry since 1997.  She previously worked for the US Postal Service as a manager in the Human Resources Department has a Professional in Human Resources (PHR) Certification from HR Certification Institute.

                Credentials to build confidence

                Ann attended the University of North Carolina at Greensboro and holds the Series 6, 7 and 63 licenses as well as Life, Health, and Long Term Care insurance licenses.

                Outside of UBS

                Ann is a native of Greensboro.  She and her husband Randy bought and restored the historic Ireland House in downtown Greensboro and maintain an interest in historic preservation. They have been married since 1971, have two daughters and one granddaughter.  Ann enjoys spending time with her granddaughter and is her Girl Scout Troop Leader and Troop "Cookie Mom".

                      717 GreenValley Road
                      Greensboro, NC 27408
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