Insight-based advice

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Kelly’s greatest strength is her relationship with the families we serve. She identifies and helps clients articulate the things that keep them up at night. As these personal issues unfold, she works to simplify, prioritize, and create a roadmap forward. Kelly also serves as a member of the team’s investment committee focusing on the world view and identifying key trends dominating economies and markets.

In addition to her financial advisor role, Kelly serves as Managing Director of the Wilmington office and has a 37-year history with UBS. The relationships she has cultivated within the firm provide perspective and access to the firms intellectual capital.   Kelly is a regular speaker at investment seminars, a graduate of Vanderbilt University, originally from Rumson, New Jersey and in her free time enjoys outdoor activities with her family.

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Mary's personalized approach to wealth management, combined with 30 plus years of experience and insight, is designed to help clients simplify their lives.  Through candid but caring discussions Mary builds a close relationship with each client, seeking to understand each one's individual goals, ideas and family situation.  Then, along with her team, they establish and execute a written investment plan.  Mary leads the team's monthly investment committee roundtable. 

Mary grew up in Cyprus. She started her career at Merrill Lynch, where she spent 25 years. She joined UBS in 2017. She is passionate about volunteering in her community- most recently served as the President of the Landfall Foundation. She also serves on the board on One Wilmington. Mary's biggest joy is her 15 year old daughter, Georgie. When not working they like to visit family in Cyprus or fly to fun places. 

• Certified Investment Management Analyst®
• CPWA®

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Mason has a passion for markets, data, and people.  Mason excels in both the investing and planning side of our business, but his greatest strength is relationships – from the community level down to individual clients and their families.   

Mason grew up in coastal NC and as a UNC Chapel Hill graduate, has been a lifelong Tar Heel sports fan.  Mason is active in the Cape Fear as fundraiser for Lower Cape Fear LifeCare and attends St. James Church where he serves as Lead Usher.  He and his wife Allison love time on the boat with their baby girl, Annie and their fur baby, Polly.  You are also likely to find Mason surfing, running the Wrightsville Beach Loop, on the golf course, or exploring the trails at Brunswick Nature Park.

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Our newest addition to the Wilmington Wealth Consulting team, Kate brings several years of capital markets experience.  Kate worked in New York and London as a derivatives trader and also served as the CFO of a network of charter schools in Memphis, TN, before moving to North Carolina. She is focused on building and maintaining client relationships and using her financial market experience to contribute to our investment strategy.  

In her free time Kate supports various nonprofits in Wilmington and serves on the governor-appointed NC Council for Women as well as the PBS NC Foundation Board of Directors.  Kate has three young sons who keep her on her toes.

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With over 20 years working in financial services, Bethany brings a wealth of administrative, operational, and client service experience to our team. Bethany is responsible for the administrative, operational, and compliance aspects of our team, from opening new accounts to maintaining client records, and supporting our practice.  She currently holds her Series 7 and 66 FINRA registrations.

Bethany received a B.A. from the University of NC at Wilmington. She is also a native of Wilmington, where she resides with her fiancé Kevin. They enjoy being out on the water and spending time with family.

• NC

For over ten years, Erin has been the face and voice of our team. Erin is responsible for the development and implementation of our client communication and concierge service. In addition, Erin helps clients walk through the abundance of paperwork requirements. Every day, she strives to create an outstanding experience that leaves our clients feeling special.

Originally from California, Erin relocated to North Carolina in her middle school years. With a passion for the outdoor life along with a great UNCW experience, Erin knew Wilmington was to be her permanent home! Erin enjoys family time with her husband, son and dog. Family activities include boating, walking, riding the beach cruiser through the neighborhood and attending concerts at Greenfield Lake Amphitheatre.

Gwen joined the UBS team as a Client Service Associate in 2021 with over a decade of financial industry experience. Gwen is your primary source of contact, dedicated to providing exceptional customer service. She is here to assist you with setting an appointment, brokerage deposits, funds transfers, check request, statements or tax reporting copies and questions regarding your accounts. Gwen is a graduate from UNC Wilmington and enjoys her family, boating, the beach, bike riding and staying active outdoors. 

A Wilmington native, Dillon Corcoran grew up with two passions in life; military service and finance. Graduating from Appalachian State University, Dillon was commissioned in the Marine Corps as a Second Lieutenant in September of 2020, serving an as Aircraft Maintenance Officer.

Dillon joined the Wilmington Wealth Consulting team in January 2025, eager to embark on his new and exciting chapter in Wealth Management. 

Dillon and his wife, Graham, welcomed their first child James in 2024 and are enjoying experiencing the joys of new parenthood. In his spare time, Dillon enjoys hunting, fishing and playing golf with friends and family.