How can you pursue what matters most?

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Amy R. Milionis is a CFP® professional who began her financial career in 2000 with The Private Bank of Bank of America. She joined UBS in 2005 as a Financial Advisor.  Amy utilizes her many years of experience in banking, estate planning, estate/trust administration, lending, insurance and brokerage to design financial plans to help our client's reach their desired financial goals. 

Amy is the managing senior partner of the team.  In addition to her leadership role, Amy is a Financial Advisor who serves as the primary financial planner for the team.  She is FINRA-registered and holds Series 7, 63 and 65 securities licenses as well as insurance licenses for life, accident, health, disability, long term care, fixed and variable annuities. Her bachelor's degree in History is from Belmont University, where she graduated cum laude from the Belmont Honors Program.

Amy grew up in Nashville, TN and resides in Greenville, SC with her husband Michael and their three rescue dogs.  She enjoys gardening, bird watching and spending time with her family. She is a voracious reader and lover of the arts. 

She is a member of the finance committee of her church, an original member of the Miracle Makers of CDS, a supporter of the United Way of Greenville, Greenville Humane Society, Greenville County Animal Care, St Jude’s Children’s Hospital, March of Dimes, SC Public Television and a sustaining member of the Junior League.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Belmont University, Bachelor of Arts, Majoring in History and Honors Program Graduate

• CERTIFIED FINANCIAL PLANNER

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Michael joined UBS Financial Services, Inc. in 2000 after a successful career revitalizing distressed businesses and returning them to profitability.

Michael is a senior partner with the team. As a Financial Advisor, he utilizes the vast experience he gained as a business entrepreneur, to identify and evaluate opportunities the markets present for our clients.  Michael's primary responsibility in the Team is to build and maintain the portfolios and investments for the clients.

Michael is FINRA-registered and holds Series 7, 63 and 65 securities licenses as well as licenses for life and accident insurance as well as, fixed and variable annuities.

Michael grew up in Staten Island, NY and now resides in Greenville, SC with his wife Amy and their three rescued dogs.  He is an avid golfer and car enthusiast.  He enjoys gardening and spending time with his family- especially his grandchildren.  He is well known amongst family and friends, for creating amazing culinary delights, which he generously shares with everyone he knows.

Michael is a long time supporter of CDS of Greenville, The United Way of Greenville, the Captain John J McKenna IV Foundation (USMC/NYHP) in Albany NY, The Alzheimer's society, Stand Among Friends, St Jude's Children's Hospital, Greenville Humane Society and the March of Dimes.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Mark is a CFP® professional who began his career with UBS in 2010.  His many years of experience in the financial industry has developed his proficiency to integrate both investment management with comprehensive financial planning.  

As a Financial Advisor on the team, Mark's primary role is to bring a strong technical approach to each client's relationship.  Mark utilizes the vast resources of UBS for investment research, capital markets, economics and financial planning to develop strategies tailored to each client's priorities. 

Mark is FINRA registered and holds the Series 7 and Series 66 securities licenses, as well as insurance licenses covering life, health, disability, long term care, variable and fixed annuities.  He earned his bachelor's degree in finance from Virginia Tech.

Outside of work, Mark and his wife Paige, an oncologist with Prisma Health Cancer Institute, are raising two sons.  As a family, they enjoy hiking, camping, fishing and cycling.  Mark also serves on the board of the local mountain biking organization "Upstate SORBA".  He also supports the Friends of Conestee, the United Way of Greenville and the March of Dimes. 

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Virginia Tech, Bachelor of Science in Business, Majoring Finance

• CERTIFIED FINANCIAL PLANNER

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Valorie began her career at Smith Barney in 2005 and joined UBS in 2021. Valorie utilizes her  more than 20 years of experience in the brokerage industry to provide a top rate client experience.  She is FINRA‑registered, holds Series 7 and 66 licenses, and earned her bachelor’s degree in Human Services and Resources from Anderson University. 

As a member of The Gabriele-Milionis Group, Valorie brings her vast knowledge of operations and a passion for people to provide superior customer service to our clients.  In her role, she is responsible for assisting with client's day-to-day needs, practice operations and to ensure all requests are taken care of in a timely manner.  

Valorie and her husband, Brian, have two daughters and currently reside in Taylors. 

Outside of work, she enjoys supporting her children’s activities, volunteering in the community, and spending time with family.

• Anderson University, Bachelors of Science, majoring in Human Services and Resources