Experience Makes all the difference

Our team focuses on helping sophisticated clients like you create and execute a comprehensive, multigenerational financial and investment plan. We have the experience and the network to address the complexities of your planning needs.

Kevin O. Moran

704-362-8271

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The founder and managing partner of The Andover Group, Kevin has spent his entire career at UBS and its predecessor firms. As a Private Wealth Advisor, Kevin partners with his team to address the complex needs of their clients by offering access to the global resources of UBS and a comprehensive array of wealth management services.

Driven to deliver an exceptional client experience, Kevin sees it as his team’s responsibility to go beyond addressing today’s needs by consistently anticipating clients’ next questions, challenges and concerns. Their process-driven practice is focused on building long-lasting relationships through every phase of the advisory process, from the initial engagement to implementation, providing communication throughout.

Experience

  • Began his career as a Financial Advisor in 1998 at UBS predecessor firm PaineWebber
  • Founded The Andover Group at UBS in 2009
  • Joined UBS Private Wealth Management in 2020

Education and accomplishments

  • Forbes Best-In-State Wealth Advisors, North Carolina, 2019, 2020
  • Certificate of Accreditation, UBS Private Wealth Management
  • B.A., University of Virginia
  • Graduate of Phillips Academy Andover

Life

  • Kevin resides in Charlotte, NC with his wife, Elizabeth, and their daughters, Molly and Catherine.
  • He serves on the Board of Directors of Hinds’ Feet Farm, supporting individuals with traumatic brain injury.
  • He is a member of St. Gabriel Catholic Church and a Preservation Society Member of The Duke Mansion.
  • In his spare time, he enjoys reading biographies, Peloton cycling and travel.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OK, PA, RI, SC, TN, TX, VA, WI, WV


William B. Lovett III, CFA®

704-362-8269

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Multigenerational families, business owners and corporate executives count on Bill’s extensive experience in institutional asset management and debt capital markets. He is a Private Wealth Advisor and concentrates on equity research, fixed-income securities and tax-efficient strategies, as well as risk mitigation, insurance solutions and wealth transfer strategies.

With a passion for educating clients, Bill offers objective guidance and goal-oriented planning that has made a real impact in their lives. Financial planning is a core aspect of the team’s process, and Bill is appreciated for his hard work, enthusiasm and honesty. With the team’s attention to service, including regular reviews and in-person meetings, Bill maintains the highest standards of integrity and professionalism in his relationships with clients.

Experience

  • Joined UBS in 2009 and brings over 20 years of investment experience to the team
  • Joined UBS Private Wealth Management in 2020
  • Worked on the fixed-income desk at Wachovia Securities from 2001 – 2009, which sharpened his ability to value and price bonds
  • Honed his ability to identify stock portfolio candidates as a mid-cap growth equity analyst for Trusco Capital Management from 1998 – 2001

Education and accomplishments

  • Forbes Best-In-State Wealth Advisors, North Carolina, 2020
  • Earned the Chartered Financial Analyst® (CFA®) designation
  • Certificate of Accreditation for UBS Private Wealth Management
  • Holds his Series 7, 63 and 66 securities licenses, as well as life and long-term care licenses
  • B.A., Duke University

Life

  • Bill and his wife, Melissa, live in Charlotte, NC with their two sons.
  • They are active members at Myers Park United Methodist Church.
  • He enjoys playing golf, hunting and following college football.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV


Kyle M. Blumenstock, CFP®

Certified Financial Planner®
704-362-8209

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Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.

With a proactive service model that helps ensure ready and consistent contact with clients, Kyle is counted on for his understanding of all aspects of clients’ financial lives. Beyond finances, Kyle and the team often discuss business dealings, negotiation tactics, family dynamics, education, geopolitics, technology and a myriad of other topics relevant to their clients’ lives. This dedication has truly made an impact.

Experience

  • Joined UBS in 2011 as Director of Banking Solutions for the Southeast
  • Brings over 17 years of financial services experience to The Andover Group

Education and accomplishments

  • Earned the Certified Financial Planner® (CFP®) professional designation
  • Holds his Series 7 and 66 securities licenses, as well as insurance licenses
  • B.S., Post University

Life

  • Kyle and his wife, Ivone, reside in South Park, NC with their daughter, Lena, and twin boys, Lucas and Leo.
  • They are active members at St. Gabriel Catholic Church and school.
  • Outside of work, Kyle enjoys spending time with his family, running and carpentry.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV


Liisa-Ann C. Weinberg

Senior Client Service Associate
704-362-8279

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An integral part of The Andover Group, Liisa-Ann brings more than 22 years of experience to her daily interactions with clients. Dedicated to providing operational excellence and a highly personalized client experience, she exemplifies the team’s commitment to distinctive service.

Liisa-Ann’s responsibilities include managing team operations, record-keeping, and daily administrative and personalized client service. Often the first point of contact with clients, she works with the team to help bring together their clients’ plans and vision for the future.

Experience

  • Has more than 22 years of financial services experience
  • Worked with several investor relations firms before transitioning to the financial services industry and The Andover Group at UBS

Education and accomplishments

  • Holds her Series 7 and 63 securities licenses, as well as life, health and long-term care insurance licenses
  • B.A., Sweet Briar College

Life

  • Liisa-Ann resides in Waxhaw, NC and has two children in college.
  • She enjoys spending time with family, as well as gardening and cooking.


Registered States:
NC


Kathryn B. Wysong

Registered Client Service Associate
704-362-8233

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Kathryn’s diverse professional background as an attorney, real estate broker and educator highlights her lifelong passion for helping others. In her role with The Andover Group, Kathryn is thrilled to have the opportunity to provide clients with the highest level of sophisticated support.

Kathryn’s vast experience in law and education, coupled with a deep interest in the intricacies of estate planning and finance, offer a complementary perspective to the team’s wealth planning process and their comprehensive management of clients’ assets. Coordinating with clients’ attorneys, trustees, CPAs, and other fiduciaries, Kathryn helps to implement proposed strategies. She specifically focuses on asset titling, estate planning strategies and securities-backed lending solutions.

Experience

  • Joined The Andover Group at UBS in 2017
  • Previously owned and operated her own practice, Wysong Law, PLLC and served as an attorney with Womble, Carlyle, Sandridge and Rice, PLLC, RTP; and Henson Fuerst, P.A.
  • Has taught various law courses at the University of North Carolina at Chapel Hill in their Paralegal Certificate Program and at Central Piedmont Community College
  • Was a broker/realtor with HM Properties, Charlotte and maintains her broker’s license with the North Carolina Real Estate Commission

Education and accomplishments

  • Holds her Series 7 and 63 securities licenses, as well as life, health and long-term care insurance licenses
  • Active member of the Mecklenburg County Bar Association, where she has served with the Estate Planning and Probate section as Chair, Vice Chair and Member
  • J.D., North Carolina Central University School of Law
  • B.S., Appalachian State University, NCAA Division I Women’s Tennis scholarship recipient

Life

  • Kathryn and her husband live in Charlotte, NC and have a five-year-old daughter.
  • She is an active volunteer in the community.
  • Kathryn enjoys spending time with her family, playing tennis and practicing barre fitness.


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