Global leader
UBS is a leading and truly global wealth manager
At the core of the Thompson, Singor & Cimmino wealth management practice is a team of highly credentialed, tenured professionals dedicated to serving our clients. Client relationships are paramount to us, and we prioritize addressing every aspect that matters to them. Drawing on the extensive resources of UBS, we create bespoke financial plans to empower them to confidently realize their goals, lower their taxes, and advance their philanthropic efforts. We do not fit them into our box but build one around them. Amid life's complexities, we stand as steadfast partners, creating calm and anticipating needs to fortify their financial future. Through our proactive service model our clients always know when their next scheduled meeting is, this provides a continuous stream of advice and insights to navigate the ever-evolving complexities of life.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.
With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.
Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Eric Thompson graduated from the College of William and Mary in 1980 with a degree in Economics and began his career as a Financial Advisor with Legg Mason. In 1991, he was recruited to Kidder Peabody as the Area Manager. During his tenure Eric developed and implemented an initiative for managing client assets in a consultative model. After Kidder was acquired by PaineWebber, Eric returned to caring for clients as a Financial Advisor. Since 1994 he has been managing assets for corporations, endowments, foundations, pensions and high net worth individuals. He is a Corporate Vice President and a certified portfolio manager. In 2009 he earned the additional designation of Wealth Advisor.
Eric has been married to Janet for 31 years and is the proud father of three sons. He has been active in the community serving on the boards of the Virginia Arts Festival, Business Consortium for the Arts, Rotary Club, Jackson-Field Homes, Summit Christian Academy, Smithfield Educational Foundation, Boy Scouts of America and his local church. He has lead youth group missions to Haiti for the past few years.
Scott Singor graduated from Liberty University with a Business degree in Finance. His investment career started in 2005 with BB&T Investment Services largely dealing with private clients. His father started a forestry products business when Scott was 11. The plan was for Scott to earn a business degree and then go back and take over the business. The plan changed after meeting his wife Lauren, a native of Virginia Beach. Thankfully, Muskoka Timber Mills continues to thrive in the family and most importantly there have been no tarnished relationships. Scott uses his experience to focus most of his time working with multi-generational families predominantly from private business owners, senior executives and medical doctors. He is a Senior Vice President – Wealth Management and a member of the CFA Institute and CFA Society of Virginia.
Growing up in Canada, Scott has had a lifelong passion for the game of Ice Hockey. Now living in Virginia that energy shifted to the game of golf. His wife Lauren is graduate of the MCV School of Dentistry and has been practicing locally since 2008. Both love travel, however, these endeavors will be taking a back seat in the short term as they have been blessed with twin boys Jack and Henry, and recently welcomed their baby girl Brooke in March 2022. Locally they are active in their church leading various groups and outreach events.
Marc Cimmino graduated from Virginia Tech in 2010 with a degree in Finance and minors in Global Business and Economics. He got his start in the financial services industry in 2011 with Charles Schwab in Denver, Colorado, and went on to become a lead advisor in their Private Client group in 2014. In 2015 he earned the Chartered Financial Analyst designation, exemplifying a strong understanding of advanced investment analysis and real-world portfolio management skills. In 2018, he was recruited by a seasoned team of advisors from UBS in Norfolk, VA. As a part of this team, he is responsible for guiding clients through a common sense, process-driven, approach to wealth management. Marc works closely with his client’s accountants, attorneys and other specialists to execute a coordinated and comprehensive plan, designed to grow, protect, and use their assets in the most tax-efficient way possible. The team specializes in serving retirees, private business owners, professionals with equity compensation, and those who want to make an impact on their families, communities, and the world through philanthropy. In the summer of 2022, Marc was chosen by the team to establish a presence in Denver, Colorado to better serve our clients in the western US and drive further expansion.
Marc and his wife Marlana are excited to be back in the mountains of Colorado. Marc is an avid mountain biker, trail runner, and triathlete. He completed his first full distance triathlon at IRONMAN Indiana in October of 2021. Marlana enjoys yoga, hiking and most of all, Boston Terriers.
Curtis Hanson graduated from The Ohio State University with a degree in Strategic Communications and began his career as a Financial Advisor in 2015 with UBS in Charlotte, NC. During his time as an advisor, Curtis achieved his CERTIFIED FINANCIAL PLANNER professional designation which requires a high level of knowledge and understanding of the financial planning process. Curtis made a move to LPL Financial in 2020 where he worked as a headhunter and recruiter of financial advisors. Curtis’ experience at LPL provided him with a deep understanding of the practice management of financial advisors, and was ultimately convinced to rejoin UBS locally here in Norfolk, VA. Curtis joined Thompson, Singor and Cimmino in May of 2022 and has quickly become the go-to operational expert on the team. Outside of financial planning, Curtis focuses on client events, engagement, and service implementation for the team and has brought additional horsepower to the overall process delivered to our clients.
Curtis and his wife Chloe live in Virginia Beach with their dogs, Beau and Cooper and are expecting their first child in December of 2023! They enjoy exploring new cities and restaurants, spending time with friends and family, and taking trips to the Outer Banks. Curtis has a passion for music, playing drums at his church on Sundays, and is active in local community outreach programs and networking groups.
Anita Hairston serves as a Senior Registered Client Service Associate. She has been with the firm for over 20 years and also serves as the the CSA coach in our branch which involves keeping her peers updated on technology and procedural changes.
Anita is originally from Elizabeth City, NC. She graduated from North Carolina Agricultural and Technical State University in Greensboro, NC with a degree in Computer Science. She and her husband Jerry live in Virginia Beach and have 2 children. In her spare time she enjoys spending time with her family and friends, working out and watching the Dallas Cowboys.
Julie Lewis is a Senior Registered Client Services Associate , and she brings 30 years of financial services experience to the UBS Financial Services, Inc. office in Norfolk, Virginia. Julie provides operational and administrative support to financial advisors and their clients. She facilitates the UBS investment process, and she has extensive knowledge of firm policy, procedures and technology. Julie holds General Securities and Investment Advisor industry licenses and plays an integral part in the team’s client onboarding process.
Julie received a Bachelor of Arts degree in Political Science from Randolph – Macon College. She lives in Newport News, Virginia with her husband Tom, and has two sons and one granddaughter. Julie is involved in her church, devoting time to the children’s and community outreach ministries. She enjoys reading, hiking, playing tennis and spending time with her family.
Christy believes the daily interactions we have with people can have the greatest impact. She strives to experience every moment with purpose and intent, to ensure every interaction is positive and meaningful. Christy has more than 22 years of administrative expertise, with over 12 of those years serving clients in the financial industry. She enjoys helping our clients execute on what matters most to them.
Christy is originally from Northern California and moved to Virginia in 2006. In her spare time, she enjoys being active in her community. Some of her favorite past times is cheering her boys on from the sidelines of their various sporting events or participating in the many cub scout activities throughout the year. She has served on the Parent Board of her children’s school, volunteered with little league and cub scouts. She and her husband Cory are actively involved in their church leading various groups and outreach events, and enjoy the opportunity to lead a group of kids in vacation bible school each year. They also volunteer in various local and foreign serving opportunities dear to their hearts.
Executive Director
Wealth Planning Strategist
Product Specialist, Insurance & Annuities
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Sheree joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Atlanta Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia and the Carolinas offices.
Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer and ensure awareness of opportunities on both sides of the balance sheet.
Professional history
Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.
Education and personal information
In Sheree role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. in Finance from Georgia Southern University.
Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie.
Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Eric Thompson graduated from the College of William and Mary in 1980 with a degree in Economics and began his career as a Financial Advisor with Legg Mason. In 1991, he was recruited to Kidder Peabody as the Area Manager. During his tenure Eric developed and implemented an initiative for managing client assets in a consultative model. After Kidder was acquired by PaineWebber, Eric returned to caring for clients as a Financial Advisor. Since 1994 he has been managing assets for corporations, endowments, foundations, pensions and high net worth individuals. He is a Corporate Vice President and a certified portfolio manager. In 2009 he earned the additional designation of Wealth Advisor.
Eric has been married to Janet for 31 years and is the proud father of three sons. He has been active in the community serving on the boards of the Virginia Arts Festival, Business Consortium for the Arts, Rotary Club, Jackson-Field Homes, Summit Christian Academy, Smithfield Educational Foundation, Boy Scouts of America and his local church. He has lead youth group missions to Haiti for the past few years.
Scott Singor graduated from Liberty University with a Business degree in Finance. His investment career started in 2005 with BB&T Investment Services largely dealing with private clients. His father started a forestry products business when Scott was 11. The plan was for Scott to earn a business degree and then go back and take over the business. The plan changed after meeting his wife Lauren, a native of Virginia Beach. Thankfully, Muskoka Timber Mills continues to thrive in the family and most importantly there have been no tarnished relationships. Scott uses his experience to focus most of his time working with multi-generational families predominantly from private business owners, senior executives and medical doctors. He is a Senior Vice President – Wealth Management and a member of the CFA Institute and CFA Society of Virginia.
Growing up in Canada, Scott has had a lifelong passion for the game of Ice Hockey. Now living in Virginia that energy shifted to the game of golf. His wife Lauren is graduate of the MCV School of Dentistry and has been practicing locally since 2008. Both love travel, however, these endeavors will be taking a back seat in the short term as they have been blessed with twin boys Jack and Henry, and recently welcomed their baby girl Brooke in March 2022. Locally they are active in their church leading various groups and outreach events.
Marc Cimmino graduated from Virginia Tech in 2010 with a degree in Finance and minors in Global Business and Economics. He got his start in the financial services industry in 2011 with Charles Schwab in Denver, Colorado, and went on to become a lead advisor in their Private Client group in 2014. In 2015 he earned the Chartered Financial Analyst designation, exemplifying a strong understanding of advanced investment analysis and real-world portfolio management skills. In 2018, he was recruited by a seasoned team of advisors from UBS in Norfolk, VA. As a part of this team, he is responsible for guiding clients through a common sense, process-driven, approach to wealth management. Marc works closely with his client’s accountants, attorneys and other specialists to execute a coordinated and comprehensive plan, designed to grow, protect, and use their assets in the most tax-efficient way possible. The team specializes in serving retirees, private business owners, professionals with equity compensation, and those who want to make an impact on their families, communities, and the world through philanthropy. In the summer of 2022, Marc was chosen by the team to establish a presence in Denver, Colorado to better serve our clients in the western US and drive further expansion.
Marc and his wife Marlana are excited to be back in the mountains of Colorado. Marc is an avid mountain biker, trail runner, and triathlete. He completed his first full distance triathlon at IRONMAN Indiana in October of 2021. Marlana enjoys yoga, hiking and most of all, Boston Terriers.
Curtis Hanson graduated from The Ohio State University with a degree in Strategic Communications and began his career as a Financial Advisor in 2015 with UBS in Charlotte, NC. During his time as an advisor, Curtis achieved his CERTIFIED FINANCIAL PLANNER professional designation which requires a high level of knowledge and understanding of the financial planning process. Curtis made a move to LPL Financial in 2020 where he worked as a headhunter and recruiter of financial advisors. Curtis’ experience at LPL provided him with a deep understanding of the practice management of financial advisors, and was ultimately convinced to rejoin UBS locally here in Norfolk, VA. Curtis joined Thompson, Singor and Cimmino in May of 2022 and has quickly become the go-to operational expert on the team. Outside of financial planning, Curtis focuses on client events, engagement, and service implementation for the team and has brought additional horsepower to the overall process delivered to our clients.
Curtis and his wife Chloe live in Virginia Beach with their dogs, Beau and Cooper and are expecting their first child in December of 2023! They enjoy exploring new cities and restaurants, spending time with friends and family, and taking trips to the Outer Banks. Curtis has a passion for music, playing drums at his church on Sundays, and is active in local community outreach programs and networking groups.
Anita Hairston serves as a Senior Registered Client Service Associate. She has been with the firm for over 20 years and also serves as the the CSA coach in our branch which involves keeping her peers updated on technology and procedural changes.
Anita is originally from Elizabeth City, NC. She graduated from North Carolina Agricultural and Technical State University in Greensboro, NC with a degree in Computer Science. She and her husband Jerry live in Virginia Beach and have 2 children. In her spare time she enjoys spending time with her family and friends, working out and watching the Dallas Cowboys.
Julie Lewis is a Senior Registered Client Services Associate , and she brings 30 years of financial services experience to the UBS Financial Services, Inc. office in Norfolk, Virginia. Julie provides operational and administrative support to financial advisors and their clients. She facilitates the UBS investment process, and she has extensive knowledge of firm policy, procedures and technology. Julie holds General Securities and Investment Advisor industry licenses and plays an integral part in the team’s client onboarding process.
Julie received a Bachelor of Arts degree in Political Science from Randolph – Macon College. She lives in Newport News, Virginia with her husband Tom, and has two sons and one granddaughter. Julie is involved in her church, devoting time to the children’s and community outreach ministries. She enjoys reading, hiking, playing tennis and spending time with her family.
Christy believes the daily interactions we have with people can have the greatest impact. She strives to experience every moment with purpose and intent, to ensure every interaction is positive and meaningful. Christy has more than 22 years of administrative expertise, with over 12 of those years serving clients in the financial industry. She enjoys helping our clients execute on what matters most to them.
Christy is originally from Northern California and moved to Virginia in 2006. In her spare time, she enjoys being active in her community. Some of her favorite past times is cheering her boys on from the sidelines of their various sporting events or participating in the many cub scout activities throughout the year. She has served on the Parent Board of her children’s school, volunteered with little league and cub scouts. She and her husband Cory are actively involved in their church leading various groups and outreach events, and enjoy the opportunity to lead a group of kids in vacation bible school each year. They also volunteer in various local and foreign serving opportunities dear to their hearts.
Executive Director
Wealth Planning Strategist
Product Specialist, Insurance & Annuities
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Sheree joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Atlanta Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia and the Carolinas offices.
Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer and ensure awareness of opportunities on both sides of the balance sheet.
Professional history
Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.
Education and personal information
In Sheree role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. in Finance from Georgia Southern University.
Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie.
Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
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.
Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.
We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:
If you are like 98% of business owners in the United States, you probably haven’t had an appropriate valuation done on your business. That’s most likely because the traditional valuation process is expensive, time-consuming and intrusive. As a business owner you deserve to know the value of your most prized asset.
Access the valuable resources and expertise of UBS including:
Wherever you are in your business life-cycle, UBS can work with you every step of the way. We have a broad range of solutions for business owners to help you towards your goals.
The 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. 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
Global leader
UBS is a leading and truly global wealth manager