John F. McCabe

Nearly a year has passed since TCG & Associates joined UBS in the Columbia office. Financial Advisors John F. McCabe, W. Michael Velasco, L. Shuford Rowe, Ladd G. Lumpkin, Paula B. Sabbagha, Brent Roof, and William M. Velasco provide their clients with global resources available through UBS, which dates back to 1862, making UBS one of the oldest and one of the largest wealth management firms in the world.

Having access to high net worth and ultra-high net worth investment products, planning tools, and financial transition solutions provides the team’s clients with an advantage as they navigate their financial lives.

Backed by the intellectual capital of UBS Wealth Management USA, TCG & Associates are well positioned to guide clients in every aspect of their financial journey. The team’s mission is to help clients create financial legacies for generations to come.

“We are here to help you establish goals, develop a plan to help achieve those goals, and be there with you every step of the way,” says Senior Vice President of Wealth Management John F. McCabe. “From liquidity solutions such as money management and longevity management for long-term investments to legacy and estate planning, UBS gives us the tools we need to assist our clients.”

From its offices in the Meridian Building on Main Street in Columbia, TCG & Associates serves clients coast to coast, supported by robust financial service solutions. UBS’s client-facing specialists in family advisory, business succession planning, philanthropic solutions, as well as many other areas partner with the financial advisors on the team to advise and assist clients in nearly every aspect of their financial lives.

Please take the time to get to know our experienced wealth management team located in Columbia, South Carolina.

UBS Financial Advisors are Registered Representatives of UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. 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 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 investment, including any estate planning strategies, before you invest or implement. As a firm providing wealth management services to clients, UBS Financial Services, Inc., offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways, and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at UBS.com/RelationshipSummary or ask your UBS financial advisor for a copy. (For Public Distribution) Approval date 7/3/2024 Expiration: 7/31/2025 Review Code: IS2403356