Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Caroline Marie Chahalis

Senior Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
302-407-4733
caroline.chahalis@ubs.com

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A  25 year veteran of the financial services industry, Ms. Chahalis serves individual and small business owner clients – including individual retirement planning, asset management, financial planning, insurance planning and 401k plans. Caroline specializes in comprehensive financial and retirement planning for clients and their heirs.

In addition to holding a BS in Finance from Goldey-Beacom College, Caroline earned her Certified Financial Planning designation in 1996. In addition she holds FINRA Series 7, 63 and 65 licenses. She also holds her Life, Health and Long Term Care Insurance licenses.

Caroline is a member of The Rotary Club of Wilmington serving as Co-Chair of two committees and previously served as Treasurer and Board of Directors 2014-2015. She recently joined the Investor's Cabinet for the YWCA of Wilmington and has served on the Board of Directors for Girls, Inc.


Registered States:
AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, KY, MA, MD, ME, MN, NC, NJ, NY, PA, RI, SC, TN, TX, VA, WV


Ginger Louise Ward

Senior Vice President - Wealth Management
Wealth Advisor
Portfolio Manager
302-407-4730
ginger.ward@ubs.com

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A 20 year veteran of the financial services industry, Ms. Ward serves individual and small business owner clients—including individual retirement, asset management, financial planning, insurance planning and 401k plans.  She provides strategic wealth planning, portfolio management, and wealth transfer advice to clients and their heirs.  Ms. Ward has extensive industry wide experience, having held positions in field management at both the branch, regional and national level.

In addition to holding a BS in nutrition from the University of Montevallo, she holds an MSW from The Southern Baptist Theological Seminary. She holds FINRA Series 7, 9, 10, 63, 65 and 31 licenses as well as, Life, Health and Long Term Care Insurance licenses.

Ginger is an active member of the Delaware community and is currently the Chairman of the Board of Directors for the Delaware Center for Justice and is an active board member of the Delaware Fund for Women.


Registered States:
AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, KY, MA, MD, ME, MN, NC, NJ, NY, PA, RI, SC, TN, TX, VA, WV


Tina L. Pairo

Client Service Associate
302-407-4731
tina.pairo@ubs.com

Tina Pairo joined the Chahalis Ward Wealth Management Group at UBS in Wilmington, Delaware in December 2014 as the team's Client Service Associate.  She brings 22 years of experience in the financial services industry. Her primary role is to insure that the team provides a world class client experience.  This includes ensuring the team's effectiveness in the areas of client administration, account maintenance, account transfer, insurance planning, as well as wealth transfer.  She also works closely with our CPA and Attorney partners to coordinate our client's tax and estate planning needs.  Tina specializes in insurance plan and needs analysis as well as assisting in the overall financial planning process.

 Tina is actively involved in the community through various non-profit organizations including the Delaware Chapter Multiple Sclerosis Society and the Fund for Women.

Tina holds the Series 6, 26, 63, Life, Health and Long Term Care Insurance licenses.


Registered States:
DE