Purpose unlocked

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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. 

• 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. 

• Portfolio Manager

• 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. 

• 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.