UBS Financial Services Inc. of Mt Pleasant

UBS Financial Services Inc. of Mt Pleasant is a financial planner in Mt Pleasant, SC. The office provides wealth management services, working with clients on clear advice wherever they are in life. Its advisors start by listening and understanding what drives a client's passions and what impact they want to make, then build a plan together and help clients make moves along the way. The branch serves individuals and families in the Mt Pleasant and Charleston area. It holds a rating of 3.70 based on 3 reviews.

The Charleston, SC Branch Office is led by a team with deep financial services experience. Katie Schuba serves as Market Director for UBS in SC, responsible for leading the Greenville, Columbia and Charleston Wealth Management business, and holds Series 7, Series 66, Series 9, Series 10 and Series 3 licenses with FINRA. Michelle Covington serves as Branch Office Administrator for UBS in Greenville, SC, welcoming clients and supporting teams practicing throughout SC. Lynda brings over 32 years in the financial services industry, including 23 years with UBS Financial Services Inc., and has held roles including Operations Manager, Branch Control Officer, Complex Supervisory Officer and Regional Supervisory Officer. In her current role as Supervisory Officer she is responsible for risk management and compliance with legal and regulatory requirements. Linda has over 19 years in the financial services industry, including more than 9 years of managerial experience as an Operations and Administrative Manager.

UBS Advisors are backed by a wealth management leader with insights into key global markets and 160 years of experience providing advice and solutions to some of the world's wealthiest individuals and families. The firm's approach centers on understanding each client's values and building a legacy strategy around them rather than prescribing a single path.

For clients in Mt Pleasant, the branch pairs local advisory relationships with the resources of a global wealth management firm.