Meet our team | The McPherson Group | Charlotte, NC

Experience Makes all the difference

Our investment philosophy incorporates us taking a long term view with our strategy and investment choices, while taking an individual's specific situation into account. We are firm believers in diversification for your portfolio through an asset allocation mix of:

Stocks for growth (Domestic and International)
Bonds for income
Cash & cash like holdings for liquidity, and
Alternative investments like hedge funds and private equity for protection against market volatility and down movements.

We feel strongly about investing in the most tax efficient way we can, that means for brokerage accounts using ETF's index funds, and securities with minimal tax liability. We favor municipal bonds for tax free income. We also utilize Roth IRA's as much as possible for tax free growth and to eliminate taxes from the equation later in life when distributions are needed.

We tailor the actual investments and allocation based on each individual client; A hypothetical $1mm client would look approximately like this:

60% - 65% in equities (40% - 45% domestic and 20%-25% international)

25% - Fixed Income

10% - Alternative Investments

5% - Cash

Jeremy Patrick McPherson

Senior Vice President - Wealth Management
Financial Advisor
Visit my personal page
704-343-4020

Jeremy is dedicated to a total wealth management approach for each individual client, providing a comprehensive suite of services - financial planning, cash investment, alternative investments, education, retirement and estate planning. He works extensively with PricewaterhouseCooper clients to maximize the most tax efficient strategies to increase their capital while ensuring investment compliance with ever changing internal PWC regulations.

Jeremy has two sons, 13 & 16, and has been married to his wife Dana for 21 years. In his free time he enjoys working out and watching his kids play sports.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA

Gianni Abballe

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
704-343-4033

Gianni joined UBS in 2014 as a Financial Advisor and has over 15 years of ¿nancial services experience. After relocating from New York to Charlotte in 2013, Gianni joined Vanguard where he served as a Retirement Advisor. Prior to joining Vanguard in 2013, Gianni worked in the Investment Banking Department at JP Morgan in New York City.

Gianni earned his Bachelor's degree from Pace University in 2000 and holds Series, 7, 63 and 65 securities licenses. Gianni has also earned the Certi¿ed Financial Planner™ (CFP®) , CRPC® and AWMA® designations. Outside of work Gianni enjoys spending time with his wife Courtney and 3 year old daughter Carmela.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA

Allison Marie Dunn

704-343-4080

Allie graduated from Rutgers University in 2012. After graduation, she moved to Washington, D.C. and worked as a Legislative Assistant.

Allie moved to Charlotte in 2014 and joined started her career at UBS as a Complex Director Assistant and Client Service Associate. She began solely working as a Client Service Associate at UBS in 2016. Allie holds her Series 7 and 66 Licenses.

Outside of work, Allie enjoys spending time with her husband, Jon and their dog, Winnie.

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