UBS Financial Services Inc. of Greenville

UBS Financial Services Inc. of Greenville is a financial consultant in Greenville, SC. The branch provides wealth management services, helping clients look at the big picture to pursue life goals and define success on their terms. The firm works with individuals and families to build legacies based on personal values. It holds a rating of 3.70 based on 3 reviews.

The Greenville team is led by Market Director Katie Schuba, who oversees the wealth management business across SC, including the Columbia and Charleston markets. Schuba holds Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA and serves on the Board of Directors for United Way Greenville County. Branch Office Administrator Michelle Covington supports the teams and welcomes clients; she previously worked in an Elder Law and Estate Planning practice. Supporting operations are Linda, who brings over 19 years of experience in the financial services industry including managerial roles, and Chris, who has over 14 years of industry experience. Chris serves as the Supervisory Officer, handling risk management and ensuring the market remains in compliance with legal and regulatory requirements.

UBS Financial Services Inc. of Greenville is part of UBS AG, a global wealth manager with 160 years of experience providing advice and solutions. The local branch leverages these global resources to serve clients in Greenville.

The branch is located at 29601.

UBS Financial Services Inc. of Greenville combines global resources with local leadership to serve Greenville residents.

BizScoreAI gives the business a Technical score of 86 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The Authority score is 75 out of 100, showing who is behind the business as a trust signal that AI assistants and search engines weigh when deciding whom to recommend.

Services:

• Client-focused relationship building
• Comprehensive investment solutions
• Customized financial advice
• Global market insights
• Insight-based advice
• Legacy strategies
• Liquidity strategies
• Long-term wealth management strategies