Your goals. Our comprehensive plan.

• 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.

• 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.

• GA
• KS
• KY
• NC
• SC
• 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.

• 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.

• NC

Danielle’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, Danielle extends her passion for learning by assisting new and established clients navigate UBS related services.

Prior to joining UBS, she helped clients meet their financial goals while working as a licensed personal banker. She uses a proactive approach when connecting with clients to address their needs.