Financial planning tailored to your goals

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• ME
• MI
• MS
• MT
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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 Elise Wilson. 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 Planner^TM 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.

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

• UBS Wealth Management Director’s Council, 2025, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

A passion for problem solving and excellent client service

Serena Pace joined Wrightsville Wealth Management in 2023 and serves as a primary point of contact for clients. She understands firsthand that clients value confidentiality, responsiveness, and exceptional service. Serena assists clients with appointment scheduling, brokerage deposits, fund transfers, check requests, account servicing needs, and requests for statements and tax reporting documents.

Committed to delivering a seamless client experience, Serena combines strong problem-solving skills with a genuine passion for helping others. Her love of learning drive her continuous professional growth and enable her to navigate complex client requests with confidence and efficiency. She recently earned her Series 7 registration, further enhancing her ability to support clients and contribute to the team's success.

Serena enjoys being part of a team that places the clients first and focuses on building lasting relationships. She takes pride in helping ensure the smooth day-to-day operations of the practice while supporting the team's commitment to outstanding client service.

Education

B.S. Nursing, UNC Wilmington

Outside of the office

Outside of work, Serena enjoys spending time with her family, participating in her church community, and staying active at the gym. She loves cooking, especially baking, and enjoys sharing homemade treats with family, friends, and colleagues.

About

Kelsey joined Wrightsville Wealth Management in May 2026 as a Client Associate, bringing a background rooted in client experience and customer success. Having worked in both client-facing and behind-the-scenes roles, she understands the importance of delivering thoughtful, proactive service while ensuring every detail is handled with care. She assists clients with a variety of account-related needs and works closely with the team to help create a seamless client experience.

Kelsey is passionate about building meaningful relationships and providing anticipatory service that helps clients feel valued and supported. She enjoys finding solutions, learning new ways to improve processes, and contributing to an environment where both clients and teammates can thrive. She is thrilled to be part of a team that pours into one another, prioritizes exceptional client care, and is constantly striving to learn, grow, and become more efficient. Known for her caring nature, Kelsey believes in celebrating successes, learning from challenges, and approaching each day with positivity and purpose.

Education

Christopher Newport University – BA Communication Studies

Outside of the office

Kelsey has a lengthy travel bucket list and loves exploring new cultures and cuisines. When she’s not planning her next trip, she enjoys walking her dogs, spending time with friends and family and has recently joined pilates.

About

Alex Bullard joined the team in July 2026 as a Client Associate, bringing a strong background in account management and a thoughtful, client-focused approach to his work. In his role, Alex supports our Financial Advisors with a wide range of client service and account management duties, helping ensure clients receive timely, attentive, and reliable assistance.

Alex also plays an active role in the team’s marketing and client event efforts, helping coordinate meaningful opportunities to connect with clients and strengthen relationships. He is committed to building long-lasting relationships, understanding client needs, and contributing to a seamless experience for the individuals and families the team serves.

Alex enjoys working with Wrightsville Wealth Management’s close-knit, collaborative team and is dedicated to helping our team provide personalized, multi-generational wealth management solutions.

Education

B.A. Political Science and Psychology, UNC Chapel Hill

Outside of the office

Alex loves spending time on the water swimming, surfing, and boating. He also enjoys the never-ending task of trying to improve his golf game.