The Gallivan Group – UBS Financial Services Inc.

The Gallivan Group - UBS Financial Services Inc. is a financial planner in Greenville, SC. They provide wealth management services and specialize in serving families seeking expertise in wealth and legacy planning. Founded by Gally Gallivan and continued under his son Clark’s leadership, the team has nearly 40 years of experience and operates across multiple states including AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NM, NY, OR, PA, SC, SD, TN, TX, VA, WI.

The Gallivan Group takes a comprehensive approach to financial planning, focusing on customized investment strategies that align with individual needs and goals. The team is led by W Clark Gallivan, CFP®, CIMA®, who brings over 16 years of experience working alongside his father. They emphasize building long-term relationships through quality client service and strive to enhance their clients' lives while empowering their legacies.

The business boasts a well-optimized website that search engines read cleanly, ensuring easy accessibility for potential clients. Their thorough and well-documented information available online makes it convenient for individuals seeking detailed insights into their services and approach.

With nearly four decades of stable and dependable service, The Gallivan Group stands out in Greenville as a trusted financial advisor, providing personalized wealth management solutions that reflect the unique stories and aspirations of each client.

Services:

• customized financial strategies
• financial advisory services
• long-term relationship management
• wealth and legacy planning