Senior Vice President–Wealth Management
Senior Portfolio Manager
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.
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.
Emily joined The Howard Group in 2023 after having worked at the UBS Wealth Advice Center as the Head Operations Training Manager for the Training Financial Advisor (TFA) program as well as the Financial Advisor Development Program, and the Wealth Management Associate Program. Emily enjoys working with clients to ensure every service, administrative and operational request is addressed efficiently and effectively.
Emily lives in Charlotte with her husband, Travis.
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.