Purpose Unlocked

The Winstel Kincheloe Group offers wealth management and planning advice that is customized and world class. Our clients are highly successful, creative people—innovators, entrepreneurs, business owners and industry leaders—and our mission is to free you to live your purpose.

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

Insights

Turning possibilities into a plan

We focus on helping individuals and families manage the many facets of their often complex financial lives.  Drawing on our collective experience and the backing of a vast network of experts from around the world, we take the time to understand all you want to accomplish and then help craft a flexible plan aligned with where you are and where you want to go.
 

Mountain climbers on peak at sunrise

A leading global wealth manager

Man working on laptop during virtual call

Planning for a changing tax landscape

senior couple, home in background

Estate planning strategies

Meet the team

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.

  • Jennifer Winstel Headshot

    Jennifer Winstel

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • NC
    • ND
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • UT
    • 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. 

      • Bowling Green State University, B.A. Business Administration
      • University of Pennsylvania, Wharton School, Securities Industry Institute Executive Program
        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
        • CA
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • KY
        • 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. 

          • Clemson University, B.S. Business Management
          • Wake Forest University, MBA
          • Portfolio Manager
          6100 Fairview Road
          Suite 900
          Charlotte, NC 28210
          leslie.kincheloe@ubs.com
          Leslie Kincheloe
          6100 Fairview Road,Charlotte,NC,28210
        • Dan

          Dan Schuette

          Senior Wealth Strategy Associate

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          • NC

          Your financial journey

          Dan specializes in guiding next-generation clients, athletes, and business owners through their financial journeys. With experience in helping clients build a solid foundation for future success, he collaborates with you to define key goals and provides access to a wide range of resources. Whether you're seeking to enhance your portfolio or develop a flexible plan that evolves with your growth, Dan is committed to meeting you where you are and helping you take the next strategic steps toward a prosperous financial future. 

          Education and credentials

          • B.S., University of Colorado Denver
          • Series 7 and 66 securities licenses

          Life

          • Dan is an avid sports fan and can often be found at a local Panthers or Hornets game.
          • He enjoys being outside and doing activities such as wakesurfing during the summer and snowboarding in the winters.
          • He has spent many years as a volunteer basketball coach and is always looking for a local court to go play. 

            • University of Colorado, Denver, B.S. Entrepreneurship, Minor - Economics
              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
              • DC
              • DE
              • FL
              • HI
              • MA
              • MI
              • MS
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OR
              • PA
              • SD
              • TX
              • UT

              A commitment to excellent client service

              Kendall is an integral part of The Winstel Kincheloe Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kendall also assists in delivering customized service and solutions, always striving to exceed clients' expectations. 

              Past Experience

              • Client Associate, Wells Fargo

              Education and credentials

              • A.B.A., Piedmont Virginia College
              • Series 7 and 66 licenses

              Life

              • Kendall lives in Charlotte with her husband and dog, Romeo. 
              • She enjoys hiking and exploring the beautiful North Carolina mountains. 

                • Piedmont Virginia College, A.B.A.
                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
                  kendall.wilson@ubs.com
                  Kendall Wilson
                  6100 Fairview Road,Charlotte,NC,28210
                • Grace Moynihan

                  Wealth Planning Associate

                  Grace comes to UBS with an understanding that every financial decision can have far-reaching implications for your future and she takes a holistic approach to planning your wealth. This approach begins with a conversation about where you are today and all you want to  accomplish in the future. Then she puts her knowledge and experience to work on your behalf, bringing you the expertise and
                  solutions that make sense for your particular situation—so that you can move forward with confidence.

                  A planning approach

                  Grace plays a key role with helping to create the financial and estate plans that serve as the cornerstone of the clients’ financial lives. She anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. She works closely with clients to build a comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.

                  Past experience
                  – Private Wealth Client Associate, Merrill Lynch
                  – Investment Specialist, Merrill Edge

                  Education and credentials

                  – B.A., Providence College
                  – Series 7, 63 and, 65 securities licenses.

                  Life
                  – Grace lives in Charlotte, North Carolina.
                  – She enjoys running and making baked goods for her friends and family.
                • Sheree

                  Sheree Woods, CFP®

                  NMLS #947868

                  Senior Wealth Management Banker, UBS Bank USA

                  Current role and areas of expertise

                  Sheree joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Atlanta Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia and the Carolinas offices.

                  Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer and ensure awareness of opportunities on both sides of the balance sheet.

                  Professional history

                  Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.

                  Education and personal information

                  In Sheree role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. in Finance from Georgia Southern University.

                  Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie. 

                  Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.

                  Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                   

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                #1

                for High Net-Worth clients

                Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                6100 Fairview Road
                Suite 900
                Charlotte, NC 28210