Insight-based advice

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Kelly Tinsley

    Kelly Tinsley

    Senior Vice President–Wealth Management

    Branch Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    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 Branch Manager of the Wilmington office and has a 28 year history with UBS. The relationships she has cultivated within the firm provide perspective and access to the firms intellectual capital. 

    Active in the community, Kelly is a regular speaker at investment seminars, a member of the New Hanover County Medical Center Foundation Board and The Girls Leadership Academy of Wilmington. Originally from Rumson, New Jersey, Kelly relocated to Wilmington in 1998. In her free time, Kelly enjoys outdoor activities with her family.

          1985 Eastwood Road
          Landfall Park North, Suite 110
          Wilmington, NC 28403
        • Mary Papageorgiou-McGrath

          Mary Papageorgiou-McGrath, CFP®, CIMA®, CPWA®

          First Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          Mary's personalized approach to wealth management, combined with 25 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-she currently serves as the President  for the Landfall Foundation.   Mary and her husband Ron's biggest joy is their 10 year old daughter,  Georgie.   When not working they like to visit family in Cyprus, fly to fun places or spend time on their boat. 

              • Certified Investment Management Analyst®
              • CPWA®
              1985 Eastwood Road
              Landfall Park North, Suite 110
              Wilmington, NC 28403
            • Mason Hawfield

              Beverley "Mason" Hawfield III, CFP

              Account Vice President

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • MA
              • MD
              • ME
              • MI
              • NC
              • NJ
              • NM
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA

              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 Tarheel sports fan.  Mason is active in the Cape Fear as a member of Kiwanis.  He and his wife Allison love time on the boat with 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.

                    1985 Eastwood Road
                    Landfall Park North, Suite 110
                    Wilmington, NC 28403
                  • Kate Woodbury

                    Kate Woodbury

                    Senior Wealth Strategy Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • KY
                    • MA
                    • MD
                    • ME
                    • MI
                    • NC
                    • NJ
                    • NM
                    • NY
                    • OH
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • WA

                    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.  Kate has three young sons who keep her on her toes.

                          1985 Eastwood Road
                          Landfall Park North, Suite 110
                          Wilmington, NC 28403
                        • Bethany Williams

                          Bethany Williams

                          Client Associate

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                          • MI
                          • NC

                          With over 18 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.

                                1985 Eastwood Road
                                Landfall Park North, Suite 110
                                Wilmington, NC 28403
                              • Erin Dunn

                                Erin Dunn

                                Wealth Management Associate

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                                • 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.

                                      1985 Eastwood Road
                                      Landfall Park North, Suite 110
                                      Wilmington, NC 28403
                                    A team approach

                                    A team approach

                                    Goals-based planning

                                    Goals-based planning

                                    Our Process

                                    Our Process

                                    Life is unpredictable. Could we be better prepared?

                                    For some of life's questions you're not alone. Together we can find the answer.

                                    With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                                    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