The Gallivan Group – UBS Financial Services Inc.

The Gallivan Group - UBS Financial Services Inc. is a financial planner in Greenville, SC, located at 17 W McBee Ave. Operating as a UBS Private Wealth Management practice, the firm focuses on serving families that seek expertise in wealth and legacy planning. The team provides customized investment strategies designed to help clients pursue their individual needs and goals. They view their approach as in-depth, taking into account total asset and liability needs to develop long-term relationships. The practice is dedicated to enhancing clients' lives and empowering their legacy through quality strategies.

Founded by Gally Gallivan and continued under his son Clark’s leadership, the team has been affiliated with UBS for nearly 40 years. Clark Gallivan joined UBS Financial Services Inc in 2001 and worked with his father for over 16 years. He is a graduate of The University of the South in Sewanee, Tennessee, and lives in Greenville with his wife, Katie, and their four sons. He cares deeply about the community his family has called home for generations and is involved with a number of local nonprofit organizations. Thad Dulin is a Financial Advisor who joined in early 2010 after a career in professional cycling. Thad is a native to the Upstate and graduated from Clemson University with a degree in Business Management in 2008. Mike Shain brings over three decades of experience in financial services, having worked in the Shain family auto parts business before joining JC Bradford in 1991 and subsequently UBS. He retired in 2024 but returned to the firm in October 2025. Mike is a Greenville native and graduate of Greenville High School and The University of Tennessee. He and his wife Michelle have three children, six grandchildren, and two dogs. Sara Rieser serves as the Team Administrator, managing client relationships and working with CPAs and attorneys. She graduated magna cum laude from the University of Kentucky with a Bachelor of Arts degree in Foreign Language and International Economics and joined the Gallivan Group in February 2008. Sandra McAvoy is a Wealth Strategy Associate responsible for financial planning, client reporting, and performance measurement.

The team has received multiple recognitions for their advisory work. Clark Gallivan was named to Barron's Top 1,200 Financial Advisors from 2016 through 2025 and to the Top 1,500 in 2026. He has also been listed in Forbes Best-in-State Wealth Advisors from 2018 through 2026 and Forbes Best-in-State Wealth Management Teams from 2024 through 2026. Thad Dulin has been recognized in Forbes America’s Top Next-Gen Wealth Advisors in 2018 and 2020, as well as Forbes Best-in-State Wealth Advisors from 2019 through 2026.

The Gallivan Group combines decades of multigenerational stability with personalized wealth management, offering Greenville families a trusted resource for their financial future.

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Services:

• customized financial strategies
• financial advisory services
• long-term relationship management
• wealth and legacy planning