Your goals. Our comprehensive plan.

Team Photo

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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • FL
    • GA
    • IN
    • KY
    • MA
    • MS
    • NC
    • NH
    • NJ
    • NY
    • SC
    • TN
    • TX
    • VA

    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
        • Gene Lewis

          Gene Lewis III

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • FL
          • GA
          • IN
          • KY
          • MA
          • MS
          • NC
          • NH
          • NJ
          • NY
          • SC
          • TN
          • TX
          • VA

          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
              • JohnKilian

                John Kilian

                Senior Wealth Strategy Associate

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                • KY
                • NC

                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
                    • 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
                          • Kelli Wilson

                            Kelli Wilson

                            Client Associate

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                              Kelli's greatest strength is her desire to help others and build lasting
                              relationships with clients, their families and beyond. She focuses on
                              simplifying processes and procedures for clients as they establish their
                              financial goals. Additionally, Kelli extends her passion for learning by
                              assisting new and established clients navigate UBS related services.

                              Prior to joining UBS, she spent 12+ years in the nonprofit sector and
                              served the community at large in various ways. Her genuine desire to
                              help others coupled with her broad career path, is a large part of the
                              value that she brings to our team and client experience.

                               

                                    1985 Eastwood Road
                                    Landfall Park North, Suite 110
                                    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.

                                  Our Philosophy

                                  Our Philosophy

                                  Our Process

                                  Our Process

                                  A team approach

                                  A team approach

                                  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.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager