“Our success is dependent on the relationships we develop and build with our clients and their families.”
— Clark Gallivan
What does your wealth mean to you? For some individuals, wealth represents freedom from worry. For others, it conveys exciting possibilities. Your story is like no other. It requires an experienced financial advisory team.
We are a multigenerational team of experienced Financial Advisors. For nearly 40 years, we have been affiliated with a single firm—UBS. Founded by Gally Gallivan, and continued under his son Clark’s leadership, our team has been stable and dependable. Clients can feel confident that we will be here for them and future generations.
In everything we do, we seek to enhance your life and empower your legacy.
For impacting clients’ lives. Year after year.
- W Clark Gallivan, Forbes Best-In-State Wealth Advisors, South Carolina, 2018, 2019
- W Clark Gallivan, Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019
- Thad Dulin, Forbes Best-In-State Wealth Advisors, South Carolina, 2019
- Thad Dulin, Forbes America's Top Next Generation Wealth Advisors, 2018
Helping you shape your legacy
What are your hopes and concerns? What path brought you to us and how do you envision what lies ahead?
At the Gallivan Group, we take the time to understand you. Our process will help you confidently pursue what you value most.
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
Our purpose is to serve you
How can we help enhance your life and give you the freedom to focus on what matters most?
At the center of our culture is relentless dedication to superior service. You are not alone. We want to advocate for you in all aspects of your life.
Working together to uncover the best for you
What are you looking for in a Financial Advisor? Do you have a team supporting you?
With complex needs, you deserve knowledgeable professionals. You will benefit from our extensive research and carefully evaluated resources. We help ensure all aspects of your financial life are working in harmony.
Connecting you with the depth and breadth of UBS
As an established team within UBS, we provide the strengths and capabilities of one of the world’s largest wealth managers. We understand the diverse needs of our clients, whether they own assets here or abroad. With a presence in virtually every corner of the world, we can provide relevant, informed perspectives from local markets, global payment and lending capabilities, and access to specialists in investing, real estate, philanthropy and other areas. With these resources behind us, we believe we can deliver what you’ve been looking for.