Your goals. Our comprehensive plan.

Team Picture 2023

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • TownsendQuinn

    Townsend Quinn

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • FL
    • GA
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • SC
    • TN
    • TX
    • VA
    • VT

    Townsend has 21 years of financial services and wealth management experience. His greatest strength is fostering relationships with our clients, their families and beyond. His intentional listening skills, allow him to assist clients in identifying their key financial issues and develop a holistic approach to resolving issues.

    Townsend's ability to simplify, prioritize and create a roadmap forward is a large part of the value that he brings to all of his client relationships. He serves as a member of the team's investment committee focusing on the world view and identifying key trends dominating economies and markets.

          1985 Eastwood Road
          Landfall Park North, Suite 110
          Wilmington, NC 28403
          townsend.quinn@ubs.com
          Townsend Quinn
          1985 Eastwood Road,Wilmington,NC,28403
        • Gene Lewis

          Gene Lewis III

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • FL
          • GA
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MS
          • NC
          • NH
          • NJ
          • NV
          • NY
          • SC
          • TN
          • TX
          • VA
          • VT

          Gene has 28 years of financial services and wealth management
          industry experience. His greatest strength is his ability to build
          relationships with clients and their families. Through discovery, he
          identifies and helps clients identify and address the things that require
          attention and are important to successful outcomes.

          Gene's ability to simplify, prioritize and create a roadmap for success,
          is a large part of the value that he brings to all of his client
          relationships. He also serves as a member of the team's investment
          committee focusing on the world view and identifying key trends
          dominating economies and markets.

                1985 Eastwood Road
                Landfall Park North, Suite 110
                Wilmington, NC 28403
                gene.lewis@ubs.com
                Gene Lewis III
                1985 Eastwood Road,Wilmington,NC,28403
              • JohnKilian

                John Kilian

                Senior Wealth Strategy Associate

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                • GA
                • KS
                • KY
                • MS
                • NC
                • SC
                • TN
                • VA

                John's greatest strength is his ability to identify opportunity, provide
                insight and deliver the intellectual capital of the world's largest wealth
                management firm. His 15 years of industry experience, is essential in
                helping clients with their financial goals.

                John is focused on portfolio construction & analysis, advisory solutions,
                cash management and alternative strategies with a goal of developing
                wealth management strategies that align with clients financial goals.

                Additionally, John assists with the financial planning and business
                development aspects for our team and clients. John's extensive
                financial market experience is a large part of the value that he brings
                to all of his client relationships.

                      1985 Eastwood Road
                      Landfall Park North, Suite 110
                      Wilmington, NC 28403
                      john.kilian@ubs.com
                      John Kilian
                      1985 Eastwood Road,Wilmington,NC,28403
                    • Kaitlyn Dolan

                      Kaitlyn Dolan

                      Client Associate

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                      • NC

                      Kaitlyn's greatest strength is fostering relationships with clients and
                      their families. Her relationship management skills coupled with her
                      attention to detail, allow her to help clients identify financial issues
                      and goals important to them, thus creating a successful roadmap
                      forward.

                      Kaitlyn's engaging personality and passion for people is evident in all
                      that she does. She makes great effort to ensure clients have an
                      exceptional experience which is a large part of the value she brings to
                      our team and client relationships.

                            1985 Eastwood Road
                            Landfall Park North, Suite 110
                            Wilmington, NC 28403
                            kaitlyn.dolan@ubs.com
                            Kaitlyn Dolan
                            1985 Eastwood Road,Wilmington,NC,28403

                          Defining your priorities. Pursuing what matters.

                          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.

                          Retirement couple holding surfboards

                          Retirement planning

                          Building multicultural wealth, together

                          Building multicultural wealth, together

                          Container ship

                          Maximize your potential wealth

                          A way forward

                          Understanding your life, your wealth and what you want to accomplish.

                          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                          Let's talk about how we can help you plan for the life you want

                          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Insights