Experience Makes all the difference

The Hargrove Paterson Pleasants Wealth Management Group believes that success is driven by our ability to listen and understand your needs, and subsequently to provide guidance to help you attain your goals even in the most complex, uncertain times. Whether it's funding an education, retiring with peace of mind in today's economy or leaving a lasting legacy for your family, we work with you to create and implement a customized plan. With over 100 years of combined industry experience and a broad suite of solutions and resources, we provide expert guidance and personalized service to help pursue all of life’s goals.

Alex B. Hargrove Sr.

Senior Vice President - Wealth Management
866-275-4477
alex.hargrove@ubs.com

Industry Experience: Since 1977

Focus: Portfolio Construction & Management, Strategic Asset Allocation, Global Equity Research, Rising Dividend Strategy

Home Town: Tarboro, North Carolina

Education: Bachelor of Arts degree from UNC Chapel Hill

Community: The Boy Scouts of America, Clark James Foundation, Wilmington Symphony Orchestra Annual Golf Tournament

Passions: Spending time with family, traveling, boating and golfing


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA


James G. "Pat" Paterson Jr.

First Vice President - Wealth Management
Financial Advisor
866-275-4477
j.paterson@ubs.com

Industry Experience: Since 1982

Focus: Portfolio Construction & Management, Individual Equity Selection, Annuities and Insurance Solutions

Home Town: Montclair, New Jersey  

Education: Bachelor of Arts degree from the UNC Chapel Hill

Community: President of the Summer Rest Boat Owners Association; lifetime member of UNC at Chapel Hill Alumni Association

Passions: Spending time with his children and grandchildren, travelling, hunting, fishing and cooking


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA


Gregory T. Pleasants, CRPC®

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
866-275-4477
greg.pleasants@ubs.com

Industry Experience: Since 1989

Focus: Portfolio Construction & Management, Mutual Fund and ETFs analysis, Retirement Income Strategies

Home Town: Winston-Salem, North Carolina

Education: Bachelor of Science in Industrial Relations from the UNC Chapel Hill

Passions: Spending time with his family, golfing, tennis, boating and fishing


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA


Jeffrey Lynn "Jeff" Cole, CFP®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
910-509-2172
jeff.cole@ubs.com

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Industry Experience: Since 1989

Focus: Portfolio Construction & Management, Strategic Asset Allocation, Global Equity Research, Rising Dividend Strategy, Trust Administration, Wealth Management, and Private Banking

Education: B.A. Business Administration, University of North Carolina Charlotte, 1984

Passions: Spending time with family, playing tennis


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA


Bret L. Paterson

Account Vice President
Senior Client Service Associate
Chartered Retirement Planning Counselor (CRPC®)
866-275-4477
bret.paterson@ubs.com

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Industry Experience: Since 2011

Focus: Portfolio Construction & Management, Business Development

Home Town: Wilmington North Carolina

Education: Bachelor of Science in Biological Sciences from NC State University

Passions: Spending time with family and dogs, music, fishing, surfing, wakeboarding, snowboarding


Registered States:
MD, NC, NY, PA


Elise W. Wilson, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
910-509-2181
elise.wilson@ubs.com

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Industry Experience: Since 1997

Focus: Financial planning, concierge services

Home Town: Wilmington North Carolina

Education: Bachelor of Science in Business Administration from NC State University

Community: JDRF volunteer

Passions: Spending time with family, traveling


Registered States:
NC


Casiann Marie Etters

Client Service Associate
910-509-2184
casiann.etters@ubs.com

Industry Experience: Since 2012

Focus: Administration, operations, client service

Home Town: Salisbury, North Carolina

Education: Bachelor of Arts with a concentration in Economics from the UNC Wilmington

Community: JDRF volunteer

Passions: Enjoys living by the beach, spending quality time with friends and family, travelling