Sam is involved in every aspect of planning for our clients from relationship management to estate planning strategies. Sam leads the team’s Portfolio Management Program where he focuses on asset allocation, portfolio construction and management.

Active in the community, Sam is a member of the Cameron Executive Network and serves  on the board of Seapath Yacht Club and his family’s nonprofit, One Way Out. In his free time, you can find Sam enjoying the outdoors at Wrightsville Beach.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Passionate about client relationships and the stewardship of assets, Todd enjoys every aspect of working with clients to help solve problems and achieve their long-term objectives. Todd prides himself on really getting to know his clients and understanding their unique financial fears and challenges. He enjoys the complexities of working with large family businesses, large family estates, corporate and medical professionals.

Todd served as President of the Kiwanis for 10 years and is actively involved in Wilmington Rotary. Married to his best friend Mary for over 19 years, he has two boys who play travel soccer and are currently learning how to surf. Living the ”Salt Life” on the beautiful coast of North Carolina, we enjoy boating, fishing, scuba diving, surfing and listening to Jimmy Buffet music!

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Kelly’s greatest strength is her relationship with the families we serve. She identifies and helps clients articulate the things that keep them up at night. As these personal issues unfold, she works to simplify, prioritize, and create a roadmap forward. Kelly also serves as a member of the team’s investment committee focusing on the world view and identifying key trends dominating economies and markets.

In addition to her financial advisor role, Kelly serves as Branch Manager of the Wilmington office and has a 28 year history with UBS. The relationships she has cultivated within the firm provide perspective and access to the firms intellectual capital. 

Active in the community, Kelly is a regular speaker at investment seminars, a member of the New Hanover County Medical Center Foundation Board and The Girls Leadership Academy of Wilmington. Originally from Rumson, New Jersey, Kelly relocated to Wilmington in 1998. In her free time, Kelly enjoys outdoor activities with her family.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Mary's personalized approach to wealth management, combined with 25 plus years of experience and insight, is designed to help clients simplify their lives.  Through candid but caring discussions Mary builds a close relationship with each client, seeking to understand each one's individual goals, ideas and family situation.  Then, along with her team, they establish and execute a written investment plan.  Mary leads the team's monthly investment committee roundtable. 

Mary grew up in Cyprus. She started her career at Merrill Lynch, where she spent 25 years. She joined UBS in 2017. She is passionate about volunteering in her community-she currently serves as the President  for the Landfall Foundation.   Mary and her husband Ron's biggest joy is their 10 year old daughter,  Georgie.   When not working they like to visit family in Cyprus, fly to fun places or spend time on their boat. 

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

For over ten years, Erin has been the face and voice of our team. Erin is responsible for the development and implementation of our client communication and concierge service. In addition, Erin helps clients walk through the abundance of paperwork requirements. Every day, she strives to create an outstanding experience that leaves our clients feeling special.

Originally from California, Erin relocated to North Carolina in her middle school years. With a passion for the outdoor life along with a great UNCW experience, Erin knew Wilmington was to be her permanent home! Erin enjoys family time with her husband, son and dog. Family activities include boating, walking, riding the beach cruiser through the neighborhood and attending concerts at Greenfield Lake Amphitheatre.

Registered States:
NC

As our team’s ambassador, Mason focuses on community relations, events and business development. A licensed professional, Mason builds relationships within the community and with clients and their families. You may find him at Wilmington events, participating in client reviews and delivering the ultimate client experience.

Mason grew up in Coastal North Carolina playing soccer and lacrosse in Wilmington while surfing, boating, fishing and enjoying the great outdoors at Wrightsville Beach. As a lifelong Tar Heels sports fan and graduate, Mason remains an avid Carolina supporter and can be found at most UNC sporting events.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

With over 18 years working in financial services, Bethany brings a wealth of administrative, operational, and client service experience to our team. Bethany is responsible for the administrative, operational, and compliance aspects of our team, from opening new accounts to maintaining client records, and supporting our practice.  She currently holds her Series 7 and 66 FINRA registrations.

Bethany received a B.A. from the University of NC at Wilmington. She is also a native of Wilmington, where she resides with her fiancé Kevin. They enjoy being out on the water and spending time with family.

Registered States:
MI, NC

Our newest addition to the Wilmington Wealth Consulting team, Kate brings several years of capital markets experience.  Kate worked in New York and London as a derivatives trader and also served as the CFO of a network of charter schools in Memphis, TN, before moving to North Carolina. She is focused on building and maintaining client relationships and using her financial market experience to contribute to our investment strategy.  

In her free time Kate supports various nonprofits in Wilmington and serves on the governor-appointed NC Council for Women.  Kate has three young sons who keep her on her toes.

Registered States:
CA, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA