Financial planning tailored to your goals

Wrightsville Wealth Management

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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  • Greg Pleasants

    Gregory Pleasants, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

    Clear financial solutions to complex problems—with a focus on retirement

    Greg started reading The Wall Street Journal at the age of 10. Little did he know then that this was the beginning of a highly successful career as a Financial Advisor and Chartered Retirement Planning CounselorSM. With over 30 years of experience in the financial industry, Greg has seen many market cycles and has learned not to overreact to short-term events, guiding clients to take a rational, long-term approach to investing.

    Greg’s passion for analysis, extensive knowledge of the financial markets and his ability to translate complex industry data into clear and practical sense for clients has made him a trusted advisor to individuals and multigenerational families alike.

    As a Chartered Retirement Planning CounselorSM, Greg specializes in both retirement planning and retirement income strategies with a focus on portfolio construction and management, fund analysis, and taxable fixed income.

    Credentials that build confidence
    – Chartered Retirement Planning CounselorSM
    – B.S., Industrial Relations, UNC Chapel Hill
    – Life, Health and Long-term Care Insurance licenses
    – Series 7, 63, and 65 securities licenses

    Making a difference
    Greg enjoys volunteer work and supports many different charitable organizations.

    Outside the office
    Greg and his wife, Susan, have lived in Wilmington since 1982 and love being part of a coastal community. Greg enjoys spending time with his family and going to church. Golfing, tennis, boating, and fishing are also passions.

          1985 Eastwood Road
          Landfall Park North, Suite 110
          Wilmington, NC 28403
        • Jeff Cole

          Jeffrey "Jeff" Cole, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WV
          • WY

          Building financial relationships that exceed expectations

          Jeff’s career began in 1985 in banking, where he learned the trust, private banking, wealth management, and brokerage business. He knew then that he wanted to pursue a career as a financial planner so he could help clients to make the best decisions possible while minimizing risk.

          Jeff’s extensive experience in the financial markets make him a perfect partner with Greg Pleasants. Together, the two, steer the Wrightsville team’s investment strategy and research.

          Currently, Jeff focuses on asset allocation and investments, financial and estate planning, and retirement income strategies. Jeff understands that estate planning is an important component of a sound financial strategy. His integrity and commitment to exceed client expectations make him a trusted advisor to his clients.

          Credentials that build confidence
          – Certified Financial PlannerTM professional
          – B.A., Business Administration, University of North Carolina, Charlotte
          – North Carolina School of Banking, Campbell University Southeastern Trust School
          – Life, Health and Long-term Care Insurance licenses
          – Securities and insurance licenses 7, 63, and 65

          Making a difference
          Jeff is active in his church and charitable organizations supported by the church.

          Outside the office Originally from Toledo, Ohio, Jeff enjoys living in a coastal community. He loves spending time in the great outdoors with his family, playing tennis, and boating.

                1985 Eastwood Road
                Landfall Park North, Suite 110
                Wilmington, NC 28403
              • Elise Wilson

                Elise Wilson, CFP®

                Account Vice President

                Financial Advisor

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                • AL
                • AR
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • KS
                • KY
                • MA
                • MD
                • ME
                • MI
                • MS
                • MT
                • NC
                • NJ
                • NM
                • NY
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WV
                • WY

                “We are all searching for simplicity, efficiency, and success.” – Elise Wilson

                Isn’t that what financial freedom is about?

                As a young girl, Elise was influenced by her mother’s membership in an “all women investment club.” She learned from listening to her parents discuss individual stocks and later seeing the growth of their portfolios over time. The power of financial independence fascinated her. 

                With 17 years in the financial services industry, Elise now helps Wrightsville Wealth Management clients with all their financial planning needs. Her comprehensive style of wealth management begins by listening and understanding each client’s unique goals, creating an individualized financial plan and implementing changes as life happens. As a Certified Financial PlannerTM professional, her focus is comprehensive, analyzing not only clients’ investments, but also seeking opportunities for tax efficiency and improved liability management. Her experience has taught her to expect the unexpected. With proper planning and preparation, her clients’ can enjoy life’s ebb and flow confident about reaching their desired outcome.

                Credentials that build confidence
                – Certified Financial PlannerTM professional
                – B.A., Business Administration, North Carolina State University
                – Life, Health and Long-term Health Insurance licenses
                – Series 7, 63, 65 and 66 securities licenses

                Making a difference
                Elise is an active volunteer who has been involved with the Junior League of Wilmington, Children’s Municipal Museum of Wilmington, Thalian Hall Association, and JDRF,She is currently a proud board member of the Women’s Impact Network.

                Outside the office
                Elise, a Wilmington native, loves living in a beach community. Her husband,and two children all enjoy outdoor activities and traveling. Elise is also enjoying learning her newest hobby of tennis.

                      1985 Eastwood Road
                      Landfall Park North, Suite 110
                      Wilmington, NC 28403
                    • Carolyn Finick

                      Carolyn Finick

                      Authorized Officer

                      Team Administrator

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                      • FL
                      • GA
                      • IL
                      • MA
                      • MI
                      • NC
                      • NY
                      • OR
                      • PA
                      • SC
                      • TX
                      • VA

                      Delivering the ultimate client experience

                      With over a decade of industry experience at national wealth management and boutique investment firms, Carolyn is the newest addition to the Wrightsville Wealth Management team.

                      Carolyn is responsible for the development and implementation of our client communications and concierge service. She ensures that everything runs smoothly on a daily basis, including online access and event planning. Carolyn is also the liaison between our internal team and external experts such as legal and accounting resources, making it possible for clients to have the resources they need to achieve their goals.

                      Carolyn’s moto is, “We can handle any request, no matter how big or small.” She is a team player who works hard to surround clients with a full suite of financial services that support their dreams such as buying a new home, sending kids to college, getting a vacation home, planning for retirement, and philanthropic goals.

                      Credentials that build confidence
                      – B.A. Human Relations, High Point University
                      – Series 7, 9, 10 and 66 securities licenses

                      Outside the office
                      Carolyn loves living in a coastal community where the ocean is always nearby. She is a dedicated Yoga practitioner. Carolyn is also a wine connoisseur.

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

                          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.

                          The Year Ahead - Sustainable Investing

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          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