UBS FINANCIAL SERVICES INC. For the ALFA SB Group at UBS, process and planning drives client “We hear from our clients that their personal lives were better for outcomes, but true success is measured by relationships. having worked with us,” said Mike Shain, senior vice president – wealth “We want to enable you to live more and worry less,” management. For the ALFA SB Group, the relationships that said Jeff Allen, vice president – wealth management. they form with clients, frequently spanning generations, are It’s ALFA SB’s disciplined process and the creation of a the most important and satisfying part of the profession. “Our mission is to love The ALFA SB Group at UBS serves a select group of specific financial plan which allows their clients to relax and serve others with families across the United States – from Palm Beach to New and focus their energy on the most important areas of life excellence, integrity, York, from Greenville to Silicon Valley and points in between. – faith, family, and health. wisdom, stewardship With their experience backed by the global resources of UBS, “A disciplined process is essential to the successful and truth.” the ALFA SB Group is prepared to help meet any wealth achievement of any endeavor,” said Steve Armaly, first management need. vice president – wealth management. All aspects of the The team is supported by an excellent staff that includes clients’ financial lives are considered, from retirement Anissa Calhoun, wealth management associate; Molly Dunlap, registered planning, investments and estate planning to insurance and debt client service associate; Mary Lucy Reid, registered client service management strategies. associate; and Michele Tate, client service associate. Their warmth and “The right team can give you what I believe is one of the most powerful professionalism is evident to all they so competently serve. tools in investing today – confidence,” said Brian Blackburn, first vice president – wealth management. ALFA SB is a planning-focused group 17 West McBee Ave., that deals primarily with individuals who have between $1 million and $50 million in liquid assets. Greenville “Our mission is to love and serve others with excellence, integrity, UBS Financial Services Inc. 864.232.5101 wisdom, stewardship and truth – one relationship at a time,” said Mike financialservicesinc.ubs.com/branch/greenvillebl Lee, senior vice president – wealth management and senior portfolio Any information presented is general in nature and not intended to provide individually tailored investment advice. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of manager. ALFA SB Group is composed of experienced financial advisors: UBS Financial Services Inc. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or Mike Lee from JP Morgan, Mike Shain from JC Bradford, Steve from Fluor investment, including any estate planning strategies, before you invest or implement. Insurance products are made available by UBS Financial Services Insurance Agency Inc. or other insurance licensed subsidiaries of UBS Financial Services Inc. through third-party unaffiliated insurance companies. and PricewaterhouseCoopers, Brian from Wachovia and Hughes, Boan & As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our Associates, and Jeff from US Trust. brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus.
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