UBS Financial Services Inc. of Mt Pleasant

UBS Financial Services Inc. of Mt Pleasant is a financial planner in Mt Pleasant, SC. The branch provides wealth management services to clients in the Charleston area, offering clear advice and planning to help individuals and families define success on their terms. The firm leverages the insights and 160 years of experience of its parent company, UBS AG, to assist clients with global market perspectives. It holds a rating of 3.70 based on 3 reviews.

The local team is led by Market Director Katie Schuba, who oversees the Greenville, Columbia, and Charleston Wealth Management businesses. Schuba holds a finance degree from DePaul University and maintains Series 7, Series 66, Series 9, Series 10, and Series 3 licenses. Branch Office Administrator Michelle Covington supports the teams practicing throughout SC, bringing prior experience from an Elder Law and Estate Planning practice.

Operational oversight is provided by Supervisory Officer Lynda, who has over 32 years of experience in the financial services industry, including 23 years with UBS Financial Services Inc. She manages risk and ensures compliance with legal and regulatory requirements. Linda, who has over 19 years of experience in the industry, supports the branch with managerial and administrative expertise.

The branch operates as part of a leading global wealth manager, backed by the strength of UBS AG. It serves clients seeking to build a legacy based on their personal values and ambitions. The team offers resources from the firm to help clients make smart moves every step of the way.

UBS Financial Services Inc. of Mt Pleasant combines the resources of a global wealth leader with local expertise to help clients in SC manage their finances with confidence.

BizScoreAI gives the business a Technical score of 86 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors. The Authority score is 75 out of 100, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend.