Insight-based advice

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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.

Kevin is a member of the UBS Financial Advisor Advisory Council. The FAAC is comprised of ten participants chosen to represent the entire population of UBS Financial Advisors in order to shape the firm’s wealth management strategies.

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, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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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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, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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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As a Managing Director - Wealth Management at UBS, Jason is part of a team of dedicated professionals who provide sophisticated and comprehensive investment planning to high-net-worth clients. Jason holds the Certified Private Wealth Advisor (CPWA®) designation, which demonstrates his advanced knowledge and skills in wealth management theory and practice.

With over 25 years of experience in the financial industry, Jason and team have developed a client-centric process that focuses on understanding the goals, needs, and preferences of each client, and designing a 360-degree investment plan that covers all aspects of their financial life. Jason leverages the team’s intellectual capital and the global resources of UBS to deliver tailored solutions that help our clients achieve their objectives and aspirations. This, coupled with the team’s adopted mindset for best practices and standard operating procedures, ensures a consistent and exceptional client experience.

Experience

•  Joined UBS in 2023 and brings over 25 years of wealth management experience
•  Worked at Wells Fargo Private Wealth from 2006-2023
•  Started career in 1999-2006 at Hibernia Investments in New Orleans

 Education and accomplishments

•  Earned Certified Private Wealth Advisor® (CPWA®) professional designations
•  Holds his Series 7 and 66 securities licenses, as well as insurance licenses 
•  B.A., University of Mississippi

Life

•  Jason and wife, Betsy, reside in Charlotte, NC with two sons Wil and Owen
•  They are active members of Myers Park Presbyterian Church
•  Outside of work he enjoys, golfing, tennis, cooking, travel and attending his sons sports

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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 and Social Security strategies.

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

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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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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
   

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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 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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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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

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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 Campbell Parker 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

• Joined UBS in 2021 and works as a Client Service Associate on the operational side of the business
   

Education and accomplishments

• Holds her Series 7 & 65 Licenses
   
• Graduated 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
   

Life

• Maddie was born and raised in Charlotte, NC
   
• She is an active member at Myers Park Presbyterian Church
   
• She enjoys traveling, practicing yoga, watching sports, and golfing in her free time

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Will joined UBS in 2023 from Wells Fargo. Will's primary responsibilities include being the first point of contact with clients, handling the operational side of the business, and assisting with Financial Planning.

Experience

Transitioned to UBS in 2023 from Wells Fargo Advisors with Jason Mayer, CPWA to join The Andover Group. Prior to Will’s work as a Registered Client Associate with Wells Fargo Advisors, he was a Private Wealth Associate for Linden Thomas & Company and The Vanguard Group.

Education and accomplishments

• Holds his Series 7, 65, & 63 securities licenses
• Holds his insurance, life, health, and long-term care licenses
• B.A., Sewanee: The University of the South

Life

• Will was born and raised in Charlottesville, VA
• He enjoys playing tennis, soccer, & golfing in his free time, as well as spending time with his Golden Retriever, Zeke.

Campbell joined UBS in 2023 after graduating cum laude from the Honors College at the University of Alabama with a double major in finance and marketing.

Experience

• Joined UBS in 2023

 Life

• Grew up in Charleston, SC.
• Enjoys being on the water with friends and family, running, fishing with her cocker spaniel, painting, Alabama football