Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Philip Henry "Phil" Pleasants

First Vice President - Wealth Management
336-834-8682

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With over 37 years of experience, Phil dedicates himself to developing personalized investment strategies for clients to help them reach their investment goals while remaining comfortable during volatile market cycles.  His primary focus is managing retirement assets.
Phil strongly believes markets are uncertain but your life goals are not.  He works with clients to help them grow and preserve their wealth while maintaining a lifestyle they are accustomed to during retirement.  
When not in the office, Phil enjoys golfing and traveling with his wife, Elizabeth and spending time with his family, which includes 4 grandchildren.  Phil is active in the Winston-Salem community through his church, Centenary U.M.C. and supports the homeless in our city. 


Registered States:
DE, FL, GA, IN, MO, NC, NY, OR, PA, SC, VA, WA


Irene Frances Apgar, CIMA®

Director
Branch Manager
Certified Investment Management Analyst (CIMA®)
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336-726-8680

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A true organizer, Irene always wants to have a plan in place.  This is why financial planning is a cornerstone of her relationship with clients. Irene finds working with clients to develop a goal oriented financial plan helps put everything into perspective. This comprehensive picture of your wealth  helps to make sure everything works together to achieve your life goals. 
In addition to her Financial Advisor role, Irene serves as branch manager of the Winston-Salem office and has a 21 year history with UBS.  This background enables her to further help clients by connecting them to UBS' vast resources. 
Outside the office, Irene enjoys traveling with her husband Brian, gardening and walking her dog, a rescue dachshund.


Registered States:
DE, FL, GA, IN, MO, NC, NY, OR, PA, SC, VA, WA


Philip Lucien Pleasants

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
336-726-8679

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Lucien recently joined the group as a Financial Advisor after spending much of his career in New York.  Lucien began his career with UBS in 2015, in the UBS Wealth Advisor Center in Charlotte, North Carolina where he worked with UBS clients across the country delivering financial planning and customized investment solutions.
This fall Lucien earned his Certified Financial Planner certification to further help clients with financial, education, retirement and estate planning.
A graduate of University of North Carolina - Chapel Hill, Lucien enjoys watching Tar Heel basketball, playing golf and exploring his new home town of Winston-Salem.


Registered States:
DE, FL, GA, IN, MO, NC, NY, OR, PA, SC, VA, WA