Lasting relationships. For all that matters

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• UT
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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

• 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.

• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Elon University, BSBA in Finance
• Boston University, Financial Planning Certification

• CERTIFIED FINANCIAL PLANNER®

• 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®

• 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.