Insight-based advice

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You have accomplished much in your life. But you may still wrestle with questions about how to navigate complex global markets of today, create lifetime income, transition a business and set your estate for future generations. It can feel overwhelming if you have to face these key decisions alone.

At The Andover Group, we are a team of experienced and credentialed Private Wealth Advisors who understand that each of our clients face unique challenges. Working closely with business owners, executives, institutions and multigenerational families, we have provided steady guidance throughout the decades and helped our clients confidently face market opportunities, challenges and disruptions.

Our team provides direct access to the thought leaders, global resources and senior decision-makers of UBS, the largest wealth manager in the world. By providing a defined planning process that drives specific investments strategies, we can help you and your family meet liquidity needs of today, pursue goals of tomorrow and set your plan for future generations.

2022

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.

  • Kevin Bench

    Kevin Moran

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    The founder and managing partner of The Andover Group, Kevin has spent his entire career at UBS and its predecessor firms. As a Private Wealth Advisor, Kevin partners with his team to address the complex needs of their clients by offering access to the global resources of UBS and a comprehensive array of wealth management services.

    Driven to deliver an exceptional client experience, Kevin sees it as his team’s responsibility to go beyond addressing today’s needs by consistently anticipating clients’ next questions, challenges and concerns. Their process-driven practice is focused on building long-lasting relationships through every phase of the advisory process, from the initial engagement to implementation, providing communication throughout.

    Experience

    • Began his career as a Financial Advisor in 1998 at UBS predecessor firm PaineWebber
    • Founded The Andover Group at UBS in 2009
    • Joined UBS Private Wealth Management in 2020

    Education and accomplishments

    • Certificate of Accreditation, UBS Private Wealth Management
    • B.A., University of Virginia
    • Graduate of Phillips Academy Andover

    Life

    • Kevin resides in Charlotte, NC with his wife, Elizabeth, and their daughters, Molly and Catherine
    • He serves on the Board of Directors of Hinds’ Feet Farm, supporting individuals with traumatic brain injury
    • He is a member of St. Gabriel Catholic Church and a Preservation Society Member of The Duke Mansion
    • In his spare time, he enjoys reading biographies, Peloton cycling and travel
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
      • William

        William Lovett III

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
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        • DC
        • DE
        • FL
        • GA
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        • MD
        • MI
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        • NC
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        • OR
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        • WV

        Multigenerational families, business owners and corporate executives count on Bill’s extensive experience in institutional asset management and debt capital markets. He is a Private Wealth Advisor and concentrates on equity research, fixed-income securities and tax-efficient strategies, as well as risk mitigation, insurance solutions and wealth transfer strategies.

        With a passion for educating clients, Bill offers objective guidance and goal-oriented planning that has made a real impact in their lives. Financial planning is a core aspect of the team’s process, and Bill is appreciated for his hard work, enthusiasm and honesty. With the team’s attention to service, including regular reviews and in-person meetings, Bill maintains the highest standards of integrity and professionalism in his relationships with clients.

        Experience

        • Joined UBS in 2009 and brings over 20 years of investment experience to the team
        • Joined UBS Private Wealth Management in 2020
        • Worked on the fixed-income desk at Wachovia Securities from 2001 – 2009, which sharpened his ability to value and price bonds
        • Honed his ability to identify stock portfolio candidates as a mid-cap growth equity analyst for Trusco Capital Management from 1998 – 2001

        Education and accomplishments

        • Earned the Chartered Financial Analyst® (CFA®) designation
        • Certificate of Accreditation, UBS Private Wealth Management
        • Holds his Series 7, 63 and 66 securities licenses, as well as life and long-term care licenses
        • B.A., Duke University

        Life

        • Bill and his wife, Melissa, live in Charlotte, NC with their two sons
        • They are active members at Myers Park United Methodist Church
        • He enjoys playing golf, hunting and following college football and basketball
        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
          • Kyle bench 2022

            Kyle Blumenstock

            First Vice President–Wealth Management

            Financial Advisor

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            • AK
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            • DC
            • DE
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            • MD
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            • MN
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            • NH
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            • VA
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            • WI
            • WV

            Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.

            With a proactive service model that helps ensure ready and consistent contact with clients, Kyle is counted on for his understanding of all aspects of clients’ financial lives. Beyond finances, Kyle and the team often discuss business dealings, negotiation tactics, family dynamics, education, geopolitics, technology and a myriad of other topics relevant to their clients’ lives. This dedication has truly made an impact.

            Experience

            • Joined UBS in 2011 as Director of Banking Solutions for the Southeast
            • Brings over 17 years of financial services experience to The Andover Group

            Education and accomplishments

            • Earned Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional designations
            • Certificate of Accreditation, UBS Private Wealth Management
            • Holds his Series 7 and 66 securities licenses, as well as insurance licenses
            • B.S., Post University

            Life

            • Kyle and his wife, Ivone, reside in Charlotte, NC with their daughter, Lena, and twin boys, Lucas and Leo
            • They are active members at St. Gabriel Catholic Church and school
            • Outside of work, Kyle enjoys spending time with his family, running and carpentry

                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
                • Lesley 2022

                  Lesley Ferguson

                  Director

                  Team Administrator

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                  • AK
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                  Lesley joined UBS in 1990 after starting her career at Merrill Lynch. Prior to moving to Charlotte nine years ago, she served in various operational and management roles in Ohio and Minnesota. Most recently, Lesley was the Administrative Manager for UBS’s eight North Carolina branches.  

                   Lesley is responsible for the daily operations of the team and ensuring service excellence for clients.

                  Experience

                  • Joined UBS in 1990 and brings over 30 years of experience to the team
                  • Joined The Andover Group in 2021


                  Education and accomplishments

                  • Holds her Series 3, 7, 8, 66 securities licenses, as well as insurance licenses
                  • B.S., University of Akron


                  Life

                  • Lesley lives in Waxhaw with her husband, Mike, and her children, Olivia and Jack
                  • She enjoys hiking, biking and being outdoors 

                        6100 Fairview Road
                        Suite 900
                        Charlotte, NC 28210
                      • Lauren Bench 2022

                        Lauren Hall

                        Wealth Strategy Associate

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                          Lauren Hall joined the team in 2021 as a Wealth Strategy Associate (WSA). In her position, Lauren is responsible for preparing financial plans, delivering performance reports, and conducting due diligence on investment securities.

                           

                          Experience

                          • Joined UBS in 2021 after 6 years of experience in the defense industry
                          • Lauren was a Senior Finance Analyst at BAE Systems where she was tasked project management, designing projects for some of the company’s largest clients
                          • She also worked for Oshkosh Corporation in the Treasury Department handling international finance and sales teams in the EAME and Asian regions
                          • Has a history working in the anti-money laundering and counter-terrorist financing space within the defense industry
                             

                          Education and accomplishments

                          • Holds her series 7 license
                          • B.A. Economics from Yale University
                          • Masters of Financial Integrity from Case Western Reserve University School of Law
                          • Certified Anti-Money Laundering Specialist (CAMS)

                          Life

                          • Lauren and husband Kyle are proud parents to their one year old, Arthur
                          • They are involved in local organizations for combat veterans such as Fairway for Warriors and Carolinas Freedom Foundation
                          • They enjoy hiking, fishing, traveling and shooting sports
                          • Lauren is a member of Junior League of Charlotte and the Charlotte Book Club
                             

                           

                           

                                6100 Fairview Road
                                Suite 900
                                Charlotte, NC 28210
                              • Liisa Ann 2022

                                Liisa-Ann Weinberg

                                Senior Client Associate

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                                • NC

                                An integral part of The Andover Group, Liisa-Ann brings more than 22 years of experience to her daily interactions with clients. Dedicated to providing operational excellence and a highly personalized client experience, she exemplifies the team’s commitment to distinctive service.

                                Liisa-Ann’s responsibilities include managing team operations, record-keeping, and daily administrative and personalized client service. Often the first point of contact with clients, she works with the team to help bring together their clients’ plans and vision for the future.

                                Experience

                                • Has more than 22 years of financial services experience
                                • Worked with several investor relations firms before transitioning to the financial services industry and The Andover Group at UBS

                                Education and accomplishments

                                • Holds her Series 7 and 63 securities licenses, as well as life, health and long-term care
                                • insurance licenses
                                • B.A., Sweet Briar College

                                Life

                                • Liisa-Ann resides in Waxhaw, NC and has two children in college
                                • She enjoys spending time with family, as well as gardening and cooking

                                      6100 Fairview Road
                                      Suite 900
                                      Charlotte, NC 28210

                                    2022 tax planning guide

                                    For your financial well-being

                                    Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                                    We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                                    A focus on personalized access and service

                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                    Access to the right resources

                                    The global reach of UBS

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                                    The global reach of UBS

                                    Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families

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                                    UBS is a world-leading wealth manager

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                                    UBS Financial Reporting as of 12/31/2021

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