Experience

John Pavlinec is a Senior Vice President of Wealth Management at the UBS Mt. Pleasant Branch in South Carolina. As an asset manager with more than 35 years of experience, John Pavlinec specializes in meticulous risk management and comprehensive portfolio construction encompassing equities, fixed income, options, and hedging strategies.

His work with clients is distinguished by a commitment to applying strategic investment policy concepts and guidelines to establish clear objectives within each clients asset class. This disciplined approach results in structured investments aimed at optimizing returns while mitigating risks.

Central to John’s portfolio investment strategy is the use of index-driven models, expertly designed to reduce costs and minimize the risks associated with actively managed products in order to produce a balanced risk and reward ratio for clients.

John dedicates himself to mentoring armed forces as they transition to the civilian workplace. His involvement extends to numerous local community service organizations, alongside his current role as a member of the Mariner’s Cay Racquet and Yacht Club, SC HOA Board of Directors.

Mark Forman combines 20 years as a tax attorney with over 25 years as a Financial Advisor/investment Associate in a career spanning more than 45 years. He applies his years of business acumen to help manage our client relationships. As a Wealth Strategy Associate he develops, implements, and delivers the financial planning process.

George William Jilich has been with UBS since October 2022, and a member of the Principled Wealth Management Group since 2023. He has spent 5 years in the finance industry with his previous experience being in banking. George William was born and raised in Charleston and completed his undergraduate work at the College of Charleston in Computer Information Systems. During his free time, he enjoys reading and relaxing on his porch.