Insight-based advice

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.

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 O. Moran

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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
- Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 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.
- UBS Wealth Management President’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kevin.moran@ubs.com

Kevin O. Moran

6100 Fairview Road,Charlotte,NC,28210
William B. Lovett III, CFA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- 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 25 years of investment experience to the team
- Joined UBS Private Wealth Management in 2020
- Worked on the fixed-income desk at Wells Fargo 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
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 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.
- Chartered Financial Analyst
6100 Fairview Road
Suite 900
Charlotte, NC 28210

bill.lovett@ubs.com

William B. Lovett III, CFA

6100 Fairview Road,Charlotte,NC,28210
Jason D. Mayer, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
As a Managing Director, 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 at Hibernia Investments in New Orleans
Education and accomplishments
- Earned Certified Private Wealth Advisor® (CPWA®) professional designation
- 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
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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, 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

jason.mayer@ubs.com

Jason D. Mayer, CPWA

6100 Fairview Road,Charlotte,NC,28210
Kyle M. Blumenstock, CFP, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. 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 20 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 Advisors, 2026The 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, 2024, 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.
- CERTIFIED FINANCIAL PLANNER
- CPWA
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kyle.blumenstock@ubs.com

Kyle M. Blumenstock, CFP, CPWA

6100 Fairview Road,Charlotte,NC,28210
Lauren Hall

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- FL
- NC
- SC
- TX
Lauren joined The Andover Group in 2021, bringing a distinctive background in global finance and a disciplined, analytical approach shaped by her experience in the defense industry. As a Senior Wealth Strategy Associate, she plays an important role in developing comprehensive, highly customized wealth planning strategies for the team’s clients.

Lauren specializes in integrating detailed financial plans with performance analytics, helping translate complex financial information into clear, actionable insights. Her background in international finance, strategic analysis and financial integrity brings an additional perspective to the team’s planning process.

Before joining UBS, Lauren supported international financial initiatives across multiple industries and markets. Her experience in anti-money laundering and counter-terrorist financing further informs her detail-oriented approach and strong focus on regulatory discipline and financial integrity.

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 with 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
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2025
- Certified Anti-Money Laundering Specialist (CAMS)
- Series 7, 65 and 63 securities licenses
- Life, health and long-term care insurance licenses
- Master of Arts in Financial Integrity, Case Western Reserve University School of Law
- B.A. in Economics, Yale University
Life
- Lauren and her husband, Kyle, are the parents of two young children, Arthur and Eleanor
- Active in local organizations supporting combat veterans
- Members of Myers Park United Methodist Church
- Enjoy hiking, fishing, traveling and shooting sports
- Active member of the Brownstone Institute, a nonprofit think tank focused on individual liberty in public policy
- CERTIFIED FINANCIAL PLANNER
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lauren.hall@ubs.com

Lauren Hall

6100 Fairview Road,Charlotte,NC,28210
William Thomas

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- LA
- MA
- MD
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Will joined UBS and The Andover Group in 2023 from Wells Fargo Advisors. As a Senior Wealth Strategy Associate, he focuses on comprehensive wealth planning, working closely with clients and the team to bring investments, cash flow and long-term objectives together into cohesive, actionable strategies.

Will plays an integral role in financial modeling, portfolio strategy and the development of customized financial plans. His work helps clients evaluate complex planning decisions and understand how individual financial choices can affect their broader objectives.

Before joining UBS, Will supported high-net-worth clients across a range of investment and planning needs. His combination of wealth management experience and financial planning expertise contributes to The Andover Group’s coordinated approach to serving clients and their families.

Experience
- Joined UBS and The Andover Group in 2023 from Wells Fargo Advisors alongside Jason Mayer
- Previously served as a Private Wealth Associate with Linden Thomas & Company
- Previously worked with The Vanguard Group, supporting high-net-worth clients across investment and planning needs
Education and accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2025
- Series 7, 65 and 63 securities licenses
- Life, health and long-term care insurance licenses
- B.A., Sewanee: The University of the South
Personal
- Born and raised in Charlottesville, VA
- Engaged to his fiancée, Sarah Scott
- Enjoys tennis, soccer and golf
- Enjoys spending time with his two Golden Retrievers, Zeke and Opus
- CERTIFIED FINANCIAL PLANNER
6100 Fairview Road
Suite 900
Charlotte, NC 28210

will.thomas@ubs.com

William Thomas

6100 Fairview Road,Charlotte,NC,28210

Lesley Ferguson

Director

Team Administrator
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lesley joined UBS in 1990 after starting her career at Merrill Lynch. Prior to moving to Charlotte in 2013, 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 35 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, 2024, 2025The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lesley.ferguson@ubs.com

Lesley Ferguson

6100 Fairview Road,Charlotte,NC,28210
Liisa-Ann Weinberg

Senior Client Associate
View bio
- NC
An integral part of The Andover Group, Liisa-Ann brings more than 25 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 team operations, record-keeping, and daily 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 25 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 insurance licenses
- B.A., Sweet Briar College
Life
- Liisa-Ann resides in Waxhaw, NC and has two grown children
- She enjoys spending time with family, as well as gardening and cooking
6100 Fairview Road
Suite 900
Charlotte, NC 28210

liisa-ann.weinberg@ubs.com

Liisa-Ann Weinberg

6100 Fairview Road,Charlotte,NC,28210
Madeleine Thompson

Registered Client Associate
View bio
- NC
- WI
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 Sofia Statuto on the operational side of the business. Maddie was 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 & 66 security licenses
- B.A, University of Alabama
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
6100 Fairview Road
Suite 900
Charlotte, NC 28210

madeleine.thompson@ubs.com

Madeleine Thompson

6100 Fairview Road,Charlotte,NC,28210
Sofia Statuto

Client Associate
View bio
Sofia joined UBS in 2026 after graduating from The Phillips School of Business at High Point University with a major in Finance and a minor in Economics. She works as a Client Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Maddie Thompson. Sofia was born and raised on Long Island, NY and enjoys trying new restaurants, going on walks, and spending time with friends and family.

Experience
- Joined UBS in 2026 and works as a Client Associate on the operational side of the business
- Prior to joining, Sofia transitioned from Stifel where she served as a Client Service Associate
Education
- B.S.B.A, High Point University
Life
- Sofia was born and raised on Long Island, NY
- She enjoys spending time with her sister, going to the beach, and baking
6100 Fairview Road
Suite 900
Charlotte, NC 28210

sofia.statuto@ubs.com

Sofia Statuto

6100 Fairview Road,Charlotte,NC,28210
Blake Cooling

Registered Client Associate
View bio
- NC
Blake joined the Andover Group in 2026, following an internship with the team during the summer of 2025. As a Client Associate, he supports the delivery of comprehensive wealth planning solutions and portfolio performance analysis for clients.

Experience
- Blake joined UBS in 2026 and works as a Client Associate focusing on the planning side of the business
Education and accomplishments
- Holds Series 66 Securities Licenses
- Hofstra University, Bachelor of Business Administration in Finance
- Hofstra University, Master of Science in Finance
- Hofstra University, 3x Team Captain of the Men’s Lacrosse Team
Life
- Born and raised in Raleigh, NC
- In his free time, Blake enjoys weightlifting, golfing, fishing, traveling, and spending time with his family
- Attends St. Gabriel Catholic Church
- Active contributor to the Headstrong Foundation, a non-profit dedicated to improving the quality of life for cancer patients
6100 Fairview Road
Suite 900
Charlotte, NC 28210

blake.cooling@ubs.com

Blake Cooling

6100 Fairview Road,Charlotte,NC,28210

Kevin O. Moran

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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
- Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 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.
- UBS Wealth Management President’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kevin.moran@ubs.com

Kevin O. Moran

6100 Fairview Road,Charlotte,NC,28210
William B. Lovett III, CFA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- 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 25 years of investment experience to the team
- Joined UBS Private Wealth Management in 2020
- Worked on the fixed-income desk at Wells Fargo 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
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 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.
- Chartered Financial Analyst
6100 Fairview Road
Suite 900
Charlotte, NC 28210

bill.lovett@ubs.com

William B. Lovett III, CFA

6100 Fairview Road,Charlotte,NC,28210
Jason D. Mayer, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
As a Managing Director, 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 at Hibernia Investments in New Orleans
Education and accomplishments
- Earned Certified Private Wealth Advisor® (CPWA®) professional designation
- 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
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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, 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

jason.mayer@ubs.com

Jason D. Mayer, CPWA

6100 Fairview Road,Charlotte,NC,28210
Kyle M. Blumenstock, CFP, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. 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 20 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 Advisors, 2026The 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, 2024, 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.
- CERTIFIED FINANCIAL PLANNER
- CPWA
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kyle.blumenstock@ubs.com

Kyle M. Blumenstock, CFP, CPWA

6100 Fairview Road,Charlotte,NC,28210
Lauren Hall

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- FL
- NC
- SC
- TX
Lauren joined The Andover Group in 2021, bringing a distinctive background in global finance and a disciplined, analytical approach shaped by her experience in the defense industry. As a Senior Wealth Strategy Associate, she plays an important role in developing comprehensive, highly customized wealth planning strategies for the team’s clients.

Lauren specializes in integrating detailed financial plans with performance analytics, helping translate complex financial information into clear, actionable insights. Her background in international finance, strategic analysis and financial integrity brings an additional perspective to the team’s planning process.

Before joining UBS, Lauren supported international financial initiatives across multiple industries and markets. Her experience in anti-money laundering and counter-terrorist financing further informs her detail-oriented approach and strong focus on regulatory discipline and financial integrity.

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 with 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
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2025
- Certified Anti-Money Laundering Specialist (CAMS)
- Series 7, 65 and 63 securities licenses
- Life, health and long-term care insurance licenses
- Master of Arts in Financial Integrity, Case Western Reserve University School of Law
- B.A. in Economics, Yale University
Life
- Lauren and her husband, Kyle, are the parents of two young children, Arthur and Eleanor
- Active in local organizations supporting combat veterans
- Members of Myers Park United Methodist Church
- Enjoy hiking, fishing, traveling and shooting sports
- Active member of the Brownstone Institute, a nonprofit think tank focused on individual liberty in public policy
- CERTIFIED FINANCIAL PLANNER
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lauren.hall@ubs.com

Lauren Hall

6100 Fairview Road,Charlotte,NC,28210
William Thomas

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- LA
- MA
- MD
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Will joined UBS and The Andover Group in 2023 from Wells Fargo Advisors. As a Senior Wealth Strategy Associate, he focuses on comprehensive wealth planning, working closely with clients and the team to bring investments, cash flow and long-term objectives together into cohesive, actionable strategies.

Will plays an integral role in financial modeling, portfolio strategy and the development of customized financial plans. His work helps clients evaluate complex planning decisions and understand how individual financial choices can affect their broader objectives.

Before joining UBS, Will supported high-net-worth clients across a range of investment and planning needs. His combination of wealth management experience and financial planning expertise contributes to The Andover Group’s coordinated approach to serving clients and their families.

Experience
- Joined UBS and The Andover Group in 2023 from Wells Fargo Advisors alongside Jason Mayer
- Previously served as a Private Wealth Associate with Linden Thomas & Company
- Previously worked with The Vanguard Group, supporting high-net-worth clients across investment and planning needs
Education and accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2025
- Series 7, 65 and 63 securities licenses
- Life, health and long-term care insurance licenses
- B.A., Sewanee: The University of the South
Personal
- Born and raised in Charlottesville, VA
- Engaged to his fiancée, Sarah Scott
- Enjoys tennis, soccer and golf
- Enjoys spending time with his two Golden Retrievers, Zeke and Opus
- CERTIFIED FINANCIAL PLANNER
6100 Fairview Road
Suite 900
Charlotte, NC 28210

will.thomas@ubs.com

William Thomas

6100 Fairview Road,Charlotte,NC,28210
Lesley Ferguson

Director

Team Administrator
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lesley joined UBS in 1990 after starting her career at Merrill Lynch. Prior to moving to Charlotte in 2013, 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 35 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, 2024, 2025The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lesley.ferguson@ubs.com

Lesley Ferguson

6100 Fairview Road,Charlotte,NC,28210
Liisa-Ann Weinberg

Senior Client Associate
View bio
- NC
An integral part of The Andover Group, Liisa-Ann brings more than 25 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 team operations, record-keeping, and daily 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 25 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 insurance licenses
- B.A., Sweet Briar College
Life
- Liisa-Ann resides in Waxhaw, NC and has two grown children
- She enjoys spending time with family, as well as gardening and cooking
6100 Fairview Road
Suite 900
Charlotte, NC 28210

liisa-ann.weinberg@ubs.com

Liisa-Ann Weinberg

6100 Fairview Road,Charlotte,NC,28210
Madeleine Thompson

Registered Client Associate
View bio
- NC
- WI
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 Sofia Statuto on the operational side of the business. Maddie was 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 & 66 security licenses
- B.A, University of Alabama
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
6100 Fairview Road
Suite 900
Charlotte, NC 28210

madeleine.thompson@ubs.com

Madeleine Thompson

6100 Fairview Road,Charlotte,NC,28210
Sofia Statuto

Client Associate
View bio
Sofia joined UBS in 2026 after graduating from The Phillips School of Business at High Point University with a major in Finance and a minor in Economics. She works as a Client Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Maddie Thompson. Sofia was born and raised on Long Island, NY and enjoys trying new restaurants, going on walks, and spending time with friends and family.

Experience
- Joined UBS in 2026 and works as a Client Associate on the operational side of the business
- Prior to joining, Sofia transitioned from Stifel where she served as a Client Service Associate
Education
- B.S.B.A, High Point University
Life
- Sofia was born and raised on Long Island, NY
- She enjoys spending time with her sister, going to the beach, and baking
6100 Fairview Road
Suite 900
Charlotte, NC 28210

sofia.statuto@ubs.com

Sofia Statuto

6100 Fairview Road,Charlotte,NC,28210
Blake Cooling

Registered Client Associate
View bio
- NC
Blake joined the Andover Group in 2026, following an internship with the team during the summer of 2025. As a Client Associate, he supports the delivery of comprehensive wealth planning solutions and portfolio performance analysis for clients.

Experience
- Blake joined UBS in 2026 and works as a Client Associate focusing on the planning side of the business
Education and accomplishments
- Holds Series 66 Securities Licenses
- Hofstra University, Bachelor of Business Administration in Finance
- Hofstra University, Master of Science in Finance
- Hofstra University, 3x Team Captain of the Men’s Lacrosse Team
Life
- Born and raised in Raleigh, NC
- In his free time, Blake enjoys weightlifting, golfing, fishing, traveling, and spending time with his family
- Attends St. Gabriel Catholic Church
- Active contributor to the Headstrong Foundation, a non-profit dedicated to improving the quality of life for cancer patients
6100 Fairview Road
Suite 900
Charlotte, NC 28210

blake.cooling@ubs.com

Blake Cooling

6100 Fairview Road,Charlotte,NC,28210

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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

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.

Family Office Solutions Group
Advanced Planning Group
Portfolio Advisory Group
Family Advisory & Philanthropy Services
Global Family Office
Banking and lending services

The global reach of UBS

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 banks^₂

Heritage

150 years serving many of the wealthiest clients around the globe

_{1 Scorpio Partnership Global Private Banking Benchmark 2018}

Financial planning

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.

Investment management

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.

Personalized service

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

The global reach of UBS

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

Global leader

UBS is a leading and truly global wealth manager

14.8%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Company Reporting as of 10/29/2025

More than 160 years

offering financial advice

Insight-based advice

Pursuing your goals together

Kevin O. Moran

William B. Lovett III, CFA

Jason D. Mayer, CPWA

Kyle M. Blumenstock, CFP, CPWA

Lauren Hall

William Thomas

Lesley Ferguson

Liisa-Ann Weinberg

Madeleine Thompson

Sofia Statuto

Blake Cooling

Kevin O. Moran

William B. Lovett III, CFA

Jason D. Mayer, CPWA

Kyle M. Blumenstock, CFP, CPWA

Lauren Hall

William Thomas

Lesley Ferguson

Liisa-Ann Weinberg

Madeleine Thompson

Sofia Statuto

Blake Cooling

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A focus on personalized access and service

Access to the right resources

The global reach of UBS

Financial planning

Investment management

Personalized service

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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