Global leader
UBS is a world-leading wealth manager
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.
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.
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
Maddie joined UBS in 2021 after graduating magna cum laude from The Culverhouse College of Business at the University of Alabama with a degree in Finance and a specialization in Investment Management. She works as a Client Service Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Kathryn Wysong on the operational side of the business. Maddie is born and raised in Charlotte, NC and enjoys traveling, hanging out with friends and family, and golfing in her free time.
Experience
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
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
Education and accomplishments
Life
Maddie joined UBS in 2021 after graduating magna cum laude from The Culverhouse College of Business at the University of Alabama with a degree in Finance and a specialization in Investment Management. She works as a Client Service Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Kathryn Wysong on the operational side of the business. Maddie is born and raised in Charlotte, NC and enjoys traveling, hanging out with friends and family, and golfing in her free time.
Experience
Education and accomplishments
Life
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
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.
As UBS Private Wealth Advisors, we offer access to our global platforms and the financial and intellectual strengths of our specialists across the firm. We bring an extensive network of professionals to the intersection of wealth management, estate planning and philanthropy.
The global reach of UBS
Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.
Strength
UBS is the largest wealth manager in the world1
Stability
Among the best-capitalized large global banks2
Heritage
150 years serving many of the wealthiest clients around the globe
1 Scorpio Partnership Global Private Banking Benchmark 2018
All aspects of your financial life in one comprehensive plan
Enduring relationships begin with an exceptional experience. Our disciplined planning process looks at all aspects of your financial life.
Distinguished by our training, access and grasp of complex family wealth, we listen closely and gain an understanding of the important decisions you face and your dynamics across generations. We then develop a comprehensive plan that drives all aspects of your wealth management strategy.
When it comes to your estate, proper planning provides the education and the experience you need to transfer wealth and pursue your goals with the least possible tax impact and expense. Liquidity strategies and liability management help secure cash flow and income so you can maintain your lifestyle in retirement.
“In today’s world, you should understand how all aspects of your life can affect your financial future. Our long-term planning process focuses on understanding you, your values and your goals.” — Kyle Blumenstock
Kyle Blumenstock is a Certified Financial Planner™ professional who has met rigorous requirements to obtain this certification and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.
Helping you grow and preserve the wealth you’ve created
Throughout our process, we see ourselves as your personal advocates, creating customized portfolios. We’ll help you define your goals and match your objectives with a highly personalized investment strategy.
We provide access to an open platform of premium financial solutions. Serving as your portfolio manager or working with select third-party investment managers, we offer timely perspectives and a fully integrated suite of investment options.
Our diversified asset allocation and rebalancing strategies help ensure your portfolio stays on target with your stated objectives. We structure your portfolio based on tax-aware and disciplined methodologies, taking into account your specific risk tolerance and time horizon.
“We take investment oversight and transparency very seriously. While it’s important for us to help you grow and preserve wealth, it’s just as important to understand how your responsibilities and risk are evolving.” — Bill Lovett
Bill Lovett is a Chartered Financial Analyst (CFA®) professional who has completed stringent educational components that measure and certify his competence and integrity as a financial analyst.
Long-lasting relationships reflect how we work with and for you
Responsive and attentive, we have built enduring relationships by offering proactive service that anticipates your needs. Our entire team is highly accessible.
Offering consistent communication, personal touch points and ongoing reviews, we schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you. We can work closely with your tax, legal and insurance advisors to integrate all perspectives into one approach. Our primary focus is keeping you on track to meet your goals and objectives.
By providing financial education to each generation, our team can address family issues ranging from wealth transfer and preservation strategies to philanthropic pursuits. We enjoy deepening our client relationships with invitations and access to a host of informative educational events.
“Our high-touch, proactive service model is key to building long-lasting relationships.” — Liisa-Ann Weinberg
“Simplifying and streamlining your financial world is central to our client experience.” — Kathryn Wysong
Global leader
UBS is a world-leading wealth manager
14.2%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Financial Reporting as of 12/31/2022
More than 150 years
offering financial advice
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