Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Sound guidance in an uncertain world

  • Gray

    Gray Howard

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • MA
    • MD
    • NC
    • ND
    • NJ
    • NY
    • OH
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

    Gray joined UBS Financial Services Inc. in 2020 after serving clients at both Morgan Stanley and Ameriprise Financial. He has over a decade of experience advising business owners and high net worth clients with their wealth and investment management needs.  He is also accredited with the Senior Portfolio Manager designation and is the portfolio manager for The Howard Group specializing in equity and fixed income strategies.

    Gray graduated from The Walker College of Business at Appalachian State University with a BS in Finance and a concentration in Financial Planning. Gray is the past president of the Charlotte Kiwanis Club, the past Treasurer for St. Luke's Lutheran Church, and sits on the Professional Advisory Cabinet for the Foundation For The Carolinas.

    Gray lives in Charlotte with his wife, Amanda, and their two children, Katie and Keever.

      • Walker School of Business, Appalachian State University, BS in Business Finance
      • Senior Portfolio Manager
      13024 Ballantyne Corporate Pl.
      Suite 650
      Charlotte, NC 28277
    • Hilary

      Hilary Miller

      Financial Advisor

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      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • MA
      • MD
      • NC
      • ND
      • NJ
      • OH
      • RI
      • SC
      • TN
      • TX
      • VA

      Hilary joined UBS Financial Services Inc. in 2020 after serving clients at Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley since 2013.  

      Hilary is a native of Jacksonville, FL and graduated from Auburn University with a Bachelor of Science in Business. She lives in Charlotte with her husband, Matt, and their two dogs. 

        • Auburn University, Raymond J. Harbert College of Business, BS in Business Marketing
          13024 Ballantyne Corporate Pl.
          Suite 650
          Charlotte, NC 28277
        • Ashley

          Ashley Nader

          Client Associate

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          • AL
          • AZ
          • CA
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • MN
          • NC
          • NJ
          • NV
          • NY
          • OH
          • PA
          • SC
          • TX
          • VA
          • WA
          • WV

          Ashley began her career in wealth management at UBS in 2011. She briefly spent some time at Wells Fargo Advisors as a Senior Brokerage Associate, then she rejoined UBS in 2022. Ashley has earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning®. She enjoys using her retirement planning knowledge to have a meaningful impact on clients’ lives. Providing superior client service is one of Ashley’s top priorities.  She strives to maintain excellent communication during the client onboarding experience and beyond.

          Ashley attended Radford University where she received her Bachelor’s of Business Administration with a concentration in financial planning.  She resides in her hometown of Roanoke, VA with her husband and 2 children.  Most of her free time is spent cheering on her son at soccer or coaching her daughter’s softball team.

            • Radford University, Davis College of Business & Economics, BBA in Finance
              201 North New York Ave
              Winter Park, FL 32789
            • Roz

              Rosalyn Burris

              Client Associate

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                Rosalyn has been with UBS since 2005. She started out in operations and is currently a Branch Service Associate, Branch Technology Liaison, and Client Service Associate. Rosalyn enjoys working with and assisting clients. She lives in Charlotte with her husband Charles and their children DJ and Kennedy.

                  • Central Piedmont Community College , Secretarial Science
                    13024 Ballantyne Corporate Pl.
                    Suite 650
                    Charlotte, NC 28277
                  Portfolio management

                  Portfolio management

                  A team approach

                  A team approach

                  Goals-based planning

                  Goals-based planning

                  two men planning

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                  The Howard Group's Commentary

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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