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.

Kevin O. Moran

Senior Vice President - Wealth Management
704-362-8271
kevin.moran@ubs.com
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Kevin is the managing partner of The Andover Group. He joined UBS in 1998 and earned the title of "Wealth Advisor," one of a small number of UBS Financial Advisors to achieve the designation. As a Wealth Advisor, Kevin addresses complex client needs with a comprehensive array of wealth management services.

A graduate of the University of Virginia, Kevin serves on the Board of Directors for Hinds' Feet Farm and is a Colonnade Society Member of the Duke Mansion. In his spare time, he enjoys running, traveling and spending time with his wife, Elizabeth, and daughters, Molly and Catherine.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI


William B. Lovett III, CFA®

Senior Vice President - Wealth Management
704-362-8269
bill.lovett@ubs.com
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Bill joined UBS in 2009 and brings over 20 years of investment experience to the team. His background includes institutional asset management and debt capital markets. He focuses on equity research, fixed income securities and tax-efficient strategies.

Bill earned the Chartered Financial Analyst designation in 2004 and holds insurance licenses for life and long-term care. He graduated from Duke University with dual degrees in economics and history. Bill and his wife, Melissa, are the proud parents of two boys and maintain an active membership at Myers Park United Methodist Church. He enjoys playing golf, hunting and following college football.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI


Kyle M. Blumenstock, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
704-362-8209
kyle.blumenstock@ubs.com
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Kyle joined UBS in 2011 as Director of Banking Solutions for the southeast. He brings over 13 years of financial services experience to The Andover Group. During his career, he has structured over three billion dollars in financing for both private clients and institutions. His primary focuses are financial planning, liability management and insurance-based strategies. He holds the Certified Financial Planner designation, as well as various insurance licenses.

Kyle and his wife, Ivone, reside in Cotswold with their daughter, Lena, and twin boys, Leo and Lucas. Outside of work, Kyle enjoys spending time with his family, running and carpentry.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI


Liisa-Ann C. Weinberg

Senior Client Service Associate
704-362-8279
liisa-ann.weinberg@ubs.com

Liisa-Ann joined UBS in 2012 bringing 18 years of experience to the team. She holds Series 7 and 63 securities licenses, as well as life, health and long-term care insurance licenses. Her responsibilities include managing team operations, record keeping and delivering personalized client service.

Liisa-Ann graduated from Sweet Briar College. She enjoys spending time with her two children, William and Lindsay, as well as gardening and cooking.


Registered States:
NC


Kathryn B. Wysong

Client Service Associate
704-362-8233
kathryn.wysong@ubs.com

Kathryn joined UBS in 2017 after formerly practicing law in the Raleigh-Durham and Charlotte areas. Her responsibilities include assisting with the day-to-day operations of the team, as well as administrative duties, event planning, marketing and delivering personalized service. She holds Series 7 and 66 securities licenses.

Kathryn graduated from Appalachian State University, where she was a scholarship tennis player, and North Carolina Central University, where she earned her J.D. in 2004.  Kathryn enjoys spending time with her family, playing tennis and barre fitness.


Registered States:
AZ, FL, GA, LA, MA, NC, NJ, RI, SC, TN, TX