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  • Jennifer Winstel Headshot

    Jennifer Winstel

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • CT
    • DC
    • FL
    • GA
    • IN
    • MA
    • ME
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    • NC
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    • VA
    • WA

    Jennifer Winstel is a Managing Director, Wealth Management at UBS Financial Services in Charlotte, North Carolina. Jennifer works closely with Senior Executives and other individuals with complex wealth management needs, helping them streamline the intersection of their personal and professional wealth. She draws on more than 30 years of experience in investing and private banking, allowing her to discern possible efficiencies and remedy gaps in the management and stewardship or significant wealth.

    Jennifer has worked in financial services since 1990. She worked at Bank of America Global Wealth Management for over a decade and worked at Bank of America Private Bank prior to joining UBS. Before joining Bank of America, she was a Managing Director and Head of US Equity Institutional Sales for RBC Capital Markets in New York. In this capacity, she directed a large team of institutional equity professionals to optimize client strategy and coverage for 150 of the firm's largest clients in the U.S. and Canada. She also served on numerous operating committees focused on leadership strategy and growth for the Investment Bank. She earned her B.A. in Business Administration from Bowling Green State University and was honored by the College of Business with its accomplished alumni award in 2013. She has also completed the Securities Industry Institute executive program at the Wharton School.

    Deeply involved in the community, Jennifer is the Founder and former Chairperson for 2020 Women on Boards for North and South Carolina. She now serves as a strategic advisor. She also co-chaired the Circle of Red Campaign for the American Heart Association and now serves on the executive leadership committee in Charlotte over the past 4 years. She is a member of the Women Executives of Charlotte and serves on the Board of the Queens Learning Society. Previously, she served on the Foundation for Bowling Green State University as well as served on the investment committee. 

          6100 Fairview Road
          Suite 900
          Charlotte, NC 28210
          jennifer.winstel@ubs.com
          Jennifer Winstel
          6100 Fairview Road,Charlotte,NC,28210
        • Leslie photo

          Leslie Kincheloe

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CT
          • DC
          • FL
          • GA
          • IN
          • MA
          • ME
          • MI
          • NC
          • ND
          • NJ
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Leslie Kincheloe is a Senior Vice President, Wealth Management at UBS Financial Services in Charlotte, North Carolina. In this role, she is responsible for creating and maintaining personalized investment strategies for clients and their families. This includes assisting clients with establishing goals and objectives, developing an appropriate overall strategy, formulating and implementing solutions based upon risk tolerance, time horizon, and liquidity needs, and conducting periodic reviews. In addition, she supports clients through changing market environments to provide traditional guidance in the areas of asset allocation, tax minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs. 

          Before joining UBS in 2024, Leslie was at Bank of America Private Bank for 20 years, serving as Senior Vice President and Senior Portfolio Manager.  Prior to Bank of America, Leslie was an analyst with the Global Structured Products Group at State Street Global Advisors in Boston.

          Leslie is a magna cum laude graduate of Clemson University with a Bachelor's degree in Business Management, and received an MBA from Wake Forest University. 

          She currently serves on the Board of Trustees of Charlotte Christian School. Previously, she was on the Board of A Better World Charlotte, an afterschool program serving children in West Charlotte. 

                6100 Fairview Road
                Suite 900
                Charlotte, NC 28210
                leslie.kincheloe@ubs.com
                Leslie Kincheloe
                6100 Fairview Road,Charlotte,NC,28210
              • Dan

                Dan Schuette

                Client Associate

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                • NC

                      6100 Fairview Road
                      Suite 900
                      Charlotte, NC 28210
                      dan.schuette@ubs.com
                      Dan Schuette
                      6100 Fairview Road,Charlotte,NC,28210
                    • Kendall

                      Kendall Wilson

                      Client Associate

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                      • AZ
                      • CA
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                      • HI
                      • MA
                      • MI
                      • MS
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                      • SD
                      • TX
                      • UT

                            6100 Fairview Road
                            Suite 900
                            Charlotte, NC 28210
                            kendall.wilson@ubs.com
                            Kendall Wilson
                            6100 Fairview Road,Charlotte,NC,28210

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